Graves Light Lenhart Wealth, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Graves Light Lenhart Wealth, Inc.

  • $809 Million
  • Q1 2025

A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 251,198 shares of DFNM stock, worth $11.9 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
251,198
Previous 233,305 7.67%
Holding current value
$11.9 Million
Previous $11.1 Million 6.97%
% of portfolio
1.47%
Previous 1.39%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$47.35 - $48.24 $847,233 - $863,158
17,893 Added 7.67%
251,198 $11.9 Million
Q4 2024

Jan 13, 2025
BUY
$47.65 - $48.6 $584,474 - $596,127
12,266 Added 5.55%
233,305 $11.1 Million
Q3 2024

Nov 14, 2024
SELL
$47.7 - $48.54 $12.4 Million - $12.6 Million
-260,015 Reduced 54.05%
221,039 $10.7 Million
Q2 2024

Aug 14, 2024
BUY
$47.4 - $48.0 $1.83 Million - $1.85 Million
38,556 Added 8.71%
481,054 $23 Million
Q1 2024

May 13, 2024
BUY
$48.08 - $48.49 $2.05 Million - $2.07 Million
42,666 Added 10.67%
442,498 $21.3 Million
Q4 2023

Feb 09, 2024
BUY
$46.17 - $48.51 $298,350 - $313,471
6,462 Added 1.64%
399,832 $19.4 Million
Q3 2023

Nov 13, 2023
BUY
$46.44 - $47.81 $9.5 Million - $9.78 Million
204,464 Added 108.24%
393,370 $18.3 Million
Q2 2023

Aug 14, 2023
BUY
$47.15 - $48.62 $129,803 - $133,850
2,753 Added 1.48%
188,906 $9 Million
Q1 2023

May 15, 2023
BUY
$47.4 - $48.69 $1.54 Million - $1.58 Million
32,470 Added 21.13%
186,153 $8.99 Million
Q4 2022

Feb 14, 2023
BUY
$46.51 - $48.03 $7.15 Million - $7.38 Million
153,683 New
153,683 $7.35 Million

Others Institutions Holding DFNM

# of Institutions
240
Shares Held
25.1M
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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