Geo Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Geo Wealth Management, LLC holds 958,231 shares of DFNM stock, worth $45.9 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
958,231
Previous 884,605 8.32%
Holding current value
$45.9 Million
Previous $42.3 Million 10.07%
% of portfolio
1.71%
Previous 1.92%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$47.7 - $48.54 $3.51 Million - $3.57 Million
73,626 Added 8.32%
958,231 $46.5 Million
Q2 2024

Aug 12, 2024
SELL
$47.4 - $48.0 $2.24 Million - $2.27 Million
-47,259 Reduced 5.07%
884,605 $42.3 Million
Q1 2024

May 15, 2024
BUY
$48.08 - $48.49 $44.8 Million - $45.2 Million
931,864 New
931,864 $44.8 Million

Others Institutions Holding DFNM

# of Institutions
211
Shares Held
27.1M
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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