A detailed history of Ifp Advisors, Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Ifp Advisors, Inc holds 690 shares of DFNM stock, worth $33,023. This represents 0.0% of its overall portfolio holdings.

Number of Shares
690
Previous 626 10.22%
Holding current value
$33,023
Previous $30,000 6.67%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$47.4 - $48.0 $3,033 - $3,072
64 Added 10.22%
690 $32,000
Q4 2023

Jan 09, 2024

SELL
$46.17 - $48.51 $125,213 - $131,559
-2,712 Reduced 81.25%
626 $30,000
Q3 2023

Oct 12, 2023

SELL
$46.44 - $47.81 $92,694 - $95,428
-1,996 Reduced 37.42%
3,338 $155,000
Q2 2023

Aug 04, 2023

SELL
$47.15 - $48.62 $4,856 - $5,007
-103 Reduced 1.89%
5,334 $254,000
Q1 2023

Apr 18, 2023

SELL
$47.4 - $48.69 $74,086 - $76,102
-1,563 Reduced 22.33%
5,437 $262,000
Q4 2022

Feb 07, 2023

BUY
$46.51 - $48.03 $2,837 - $2,929
61 Added 0.88%
7,000 $352,000
Q3 2022

Nov 08, 2022

BUY
$46.65 - $48.89 $89,054 - $93,331
1,909 Added 37.95%
6,939 $351,000
Q2 2022

Sep 06, 2022

BUY
$47.55 - $48.44 $239,176 - $243,653
5,030 New
5,030 $253,000
Q2 2022

Aug 12, 2022

SELL
$47.55 - $48.44 $239,176 - $243,653
-5,030 Closed
0 $0
Q1 2022

Sep 06, 2022

BUY
$48.37 - $50.36 $183,225 - $190,763
3,788 Added 304.99%
5,030 $243,000
Q1 2022

Aug 08, 2022

BUY
$48.37 - $50.36 $40,824 - $42,503
844 Added 212.06%
1,242 $60,000
Q4 2021

Jan 12, 2022

BUY
$50.17 - $50.41 $19,967 - $20,063
398 New
398 $20,000

Others Institutions Holding DFNM

About DIMENSIONAL ETF TR NATL MUN BD


  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
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