Friday Financial Dimensional ETF Tr Natl Mun Bd Transaction History

Friday Financial

$145 Billion
Q4 2024

A detailed history of Friday Financial transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Friday Financial holds 14,159 shares of DFNM stock, worth $680,198. This represents 0.47% of its overall portfolio holdings.

Number of Shares

14,159

Holding current value

$680,198

% of portfolio

0.47%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$47.65 - $48.6 $674,676 - $688,127	14,159 New	14,159 $676 Million

Others Institutions Holding DFNM

# of Institutions

223

Shares Held

24.3M

Call Options Held

Put Options Held

Truepoint, Inc.

2.7M
Shares

$130 Million
3.53% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$57.5 Million
0.64% of portfolio
Foster Group, Inc.

1.14M
Shares

$55 Million
2.17% of portfolio
Geo Wealth Management, LLC Chicago, IL

958K
Shares

$46 Million
1.71% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$43.3 Million
4.9% of portfolio

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Friday Financial, based on Form 13F filings with the SEC.

News

Stay updated on Friday Financial with notifications on news.

Account