Eldridge Investment Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Eldridge Investment Advisors, Inc.

  • $430 Million
  • Q4 2024

A detailed history of Eldridge Investment Advisors, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Eldridge Investment Advisors, Inc. holds 14,156 shares of DFNM stock, worth $682,602. This represents 0.16% of its overall portfolio holdings.

Number of Shares
14,156
Previous 16,101 12.08%
Holding current value
$682,602
Previous $782,000 13.55%
% of portfolio
0.16%
Previous 0.18%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$47.65 - $48.6 $92,679 - $94,527
-1,945 Reduced 12.08%
14,156 $676,000
Q3 2024

Nov 08, 2024
SELL
$47.7 - $48.54 $285,198 - $290,220
-5,979 Reduced 27.08%
16,101 $782,000
Q2 2024

Aug 01, 2024
SELL
$47.4 - $48.0 $191,543 - $193,968
-4,041 Reduced 15.47%
22,080 $1.06 Million
Q1 2024

May 10, 2024
SELL
$48.08 - $48.49 $33,367 - $33,652
-694 Reduced 2.59%
26,121 $1.26 Million
Q4 2023

Feb 06, 2024
SELL
$46.17 - $48.51 $371,529 - $390,359
-8,047 Reduced 23.08%
26,815 $1.3 Million
Q3 2023

Nov 06, 2023
SELL
$46.44 - $47.81 $273,670 - $281,744
-5,893 Reduced 14.46%
34,862 $1.62 Million
Q2 2023

Aug 03, 2023
SELL
$47.15 - $48.62 $145,222 - $149,749
-3,080 Reduced 7.03%
40,755 $1.94 Million
Q1 2023

May 12, 2023
SELL
$47.4 - $48.69 $37,398 - $38,416
-789 Reduced 1.77%
43,835 $2.12 Million
Q4 2022

Feb 03, 2023
BUY
$46.51 - $48.03 $350,313 - $361,761
7,532 Added 20.31%
44,624 $2.13 Million
Q3 2022

Nov 10, 2022
BUY
$46.65 - $48.89 $1.32 Million - $1.39 Million
28,332 Added 323.42%
37,092 $1.73 Million
Q2 2022

Aug 11, 2022
BUY
$47.55 - $48.44 $416,538 - $424,334
8,760 New
8,760 $421,000

Others Institutions Holding DFNM

# of Institutions
237
Shares Held
25M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR NATL MUN BD

DFNM Quotes by TradingView
  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
Track This Portfolio

Track Eldridge Investment Advisors, Inc. Portfolio

Follow Eldridge Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Eldridge Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Eldridge Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email