Helen Stephens Group, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Helen Stephens Group, LLC

  • $259 Million
  • Q1 2024

A detailed history of Helen Stephens Group, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Helen Stephens Group, LLC holds 42,409 shares of DFNM stock, worth $2.03 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
42,409
Previous 48,885 13.25%
Holding current value
$2.03 Million
Previous $2.37 Million 14.0%
% of portfolio
0.79%
Previous 1.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
SELL
$48.08 - $48.49 $311,366 - $314,021
-6,476 Reduced 13.25%
42,409 $2.04 Million
Q4 2023

Jan 16, 2024
BUY
$46.17 - $48.51 $566,275 - $594,975
12,265 Added 33.49%
48,885 $2.37 Million
Q3 2023

Oct 30, 2023
SELL
$46.44 - $47.81 $20,572 - $21,179
-443 Reduced 1.2%
36,620 $1.7 Million
Q2 2023

Aug 04, 2023
SELL
$47.15 - $48.62 $606,679 - $625,593
-12,867 Reduced 25.77%
37,063 $1.77 Million
Q1 2023

Apr 18, 2023
BUY
$47.4 - $48.69 $138,976 - $142,759
2,932 Added 6.24%
49,930 $2.41 Million
Q4 2022

Feb 14, 2023
BUY
$46.53 - $48.03 $2.19 Million - $2.26 Million
46,998 New
46,998 $2.25 Million

About DIMENSIONAL ETF TR NATL MUN BD

DFNM Quotes by TradingView
  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
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