Envision Financial Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Envision Financial Planning, LLC

  • $124 Billion
  • Q1 2024

A detailed history of Envision Financial Planning, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Envision Financial Planning, LLC holds 5,869 shares of DFNM stock, worth $280,244. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,869
Previous 5,288 10.99%
Holding current value
$280,244
Previous $257 Million 10.02%
% of portfolio
0.23%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$48.08 - $48.49 $27,934 - $28,172
581 Added 10.99%
5,869 $282 Million
Q4 2023

Jan 23, 2024
SELL
$46.17 - $48.51 $215,290 - $226,202
-4,663 Reduced 46.86%
5,288 $257 Million
Q3 2023

Nov 02, 2023
BUY
$46.44 - $47.81 $462,124 - $475,757
9,951 New
9,951 $462 Million

Others Institutions Holding DFNM

# of Institutions
171
Shares Held
20.2M
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
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