Evanson Asset Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Evanson Asset Management, LLC

$1.33 Billion
Q1 2025

A detailed history of Evanson Asset Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Evanson Asset Management, LLC holds 84,812 shares of DFNM stock, worth $4 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

84,812

Previous 95,834 11.5%

Holding current value

$4 Million

Previous $4.58 Million 11.88%

% of portfolio

0.3%

Previous 0.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$47.35 - $48.24 $521,891 - $531,701	-11,022 Reduced 11.5%	84,812 $4.03 Million
Q4 2024 Jan 16, 2025	BUY	$47.65 - $48.6 $3,526 - $3,596	74 Added 0.08%	95,834 $4.58 Million
Q3 2024 Oct 07, 2024	SELL	$47.7 - $48.54 $173,294 - $176,345	-3,633 Reduced 3.66%	95,760 $4.65 Million
Q2 2024 Jul 12, 2024	SELL	$47.4 - $48.0 $174,289 - $176,496	-3,677 Reduced 3.57%	99,393 $4.75 Million
Q1 2024 Apr 12, 2024	BUY	$48.08 - $48.49 $1.48 Million - $1.49 Million	30,785 Added 42.59%	103,070 $4.96 Million
Q4 2023 Jan 18, 2024	BUY	$46.17 - $48.51 $1.36 Million - $1.43 Million	29,510 Added 68.99%	72,285 $3.51 Million
Q3 2023 Oct 19, 2023	BUY	$46.44 - $47.81 $932,236 - $959,737	20,074 Added 88.43%	42,775 $1.99 Million
Q2 2023 Jul 10, 2023	BUY	$47.15 - $48.62 $1.07 Million - $1.1 Million	22,701 New	22,701 $1.08 Million

Others Institutions Holding DFNM

# of Institutions

241

Shares Held

25.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
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Evanson Asset Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History