Great Valley Advisor Group, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Great Valley Advisor Group, Inc.

$4.08 Billion
Q2 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 33,685 shares of DFNM stock, worth $1.62 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

33,685

Previous 33,309 1.13%

Holding current value

$1.62 Million

Previous $1.58 Million 0.82%

% of portfolio

0.04%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$46.77 - $47.89 $17,585 - $18,006	376 Added 1.13%	33,685 $1.6 Million
Q1 2025 May 08, 2025	BUY	$47.35 - $48.24 $16,288 - $16,594	344 Added 1.04%	33,309 $1.58 Million
Q4 2024 Feb 24, 2025	BUY	$47.65 - $48.6 $78,813 - $80,384	1,654 Added 5.28%	32,965 $1.58 Million
Q3 2024 Nov 12, 2024	BUY	$47.7 - $48.54 $11,495 - $11,698	241 Added 0.78%	31,311 $1.52 Million
Q2 2024 Jul 16, 2024	BUY	$47.4 - $48.0 $1.47 Million - $1.49 Million	31,070 New	31,070 $1.48 Million

Others Institutions Holding DFNM

# of Institutions

250

Shares Held

27.2M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Great Valley Advisor Group, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History