Elevate Wealth Advisory, Inc Dimensional ETF Tr Natl Mun Bd Transaction History

Elevate Wealth Advisory, Inc

$141 Billion
Q1 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 34,490 shares of DFNM stock, worth $1.63 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

34,490

Previous 41,285 16.46%

Holding current value

$1.63 Million

Previous $1.97 Billion 16.81%

% of portfolio

1.16%

Previous 1.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$47.35 - $48.24 $321,743 - $327,790	-6,795 Reduced 16.46%	34,490 $1.64 Billion
Q4 2024 Feb 11, 2025	BUY	$47.65 - $48.6 $36,928 - $37,665	775 Added 1.91%	41,285 $1.97 Billion
Q3 2024 Nov 13, 2024	BUY	$47.7 - $48.54 $7,870 - $8,009	165 Added 0.41%	40,510 $1.97 Billion
Q2 2024 Aug 12, 2024	BUY	$47.4 - $48.0 $29,767 - $30,144	628 Added 1.58%	40,345 $1.93 Billion
Q1 2024 May 02, 2024	BUY	$48.08 - $48.49 $381,322 - $384,574	7,931 Added 24.95%	39,717 $1.91 Billion
Q4 2023 Feb 14, 2024	BUY	$46.17 - $48.51 $1.47 Million - $1.54 Million	31,786 New	31,786 $1.54 Billion

Others Institutions Holding DFNM

# of Institutions

252

Shares Held

26.7M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Elevate Wealth Advisory, Inc Dimensional ETF Tr Natl Mun Bd Transaction History