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

Evanson Asset Management, LLC

  • $1.27 Billion
  • Q2 2024

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 99,393 shares of DFNM stock, worth $4.81 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
99,393
Previous 103,070 3.57%
Holding current value
$4.81 Million
Previous $4.96 Million 4.2%
% of portfolio
0.38%
Previous 0.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
179
Shares Held
20.9M
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 Evanson Asset Management, LLC Portfolio

Follow Evanson Asset Management, LLC 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 Evanson Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evanson Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email