Integrated Wealth Concepts LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 199,593 shares of DFNM stock, worth $9.58 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
199,593
Previous 193,353 3.23%
Holding current value
$9.58 Million
Previous $9.39 Million 1.61%
% of portfolio
0.12%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$47.65 - $48.6 $297,336 - $303,264
6,240 Added 3.23%
199,593 $9.54 Million
Q3 2024

Nov 14, 2024
BUY
$47.7 - $48.54 $453,150 - $461,130
9,500 Added 5.17%
193,353 $9.39 Million
Q2 2024

Aug 14, 2024
SELL
$47.4 - $48.0 $1.01 Million - $1.02 Million
-21,354 Reduced 10.41%
183,853 $8.78 Million
Q1 2024

May 15, 2024
SELL
$48.08 - $48.49 $178,761 - $180,285
-3,718 Reduced 1.78%
205,207 $9.87 Million
Q4 2023

Feb 13, 2024
SELL
$46.17 - $48.51 $805,527 - $846,353
-17,447 Reduced 7.71%
208,925 $10.1 Million
Q3 2023

Nov 15, 2023
SELL
$46.44 - $47.81 $3,018 - $3,107
-65 Reduced 0.03%
226,372 $10.5 Million
Q2 2023

Aug 15, 2023
SELL
$47.15 - $48.62 $2,640 - $2,722
-56 Reduced 0.02%
226,437 $10.8 Million
Q1 2023

May 03, 2023
BUY
$47.4 - $48.69 $9.48 Million - $9.74 Million
200,015 Added 755.4%
226,493 $10.9 Million
Q4 2022

Feb 13, 2023
BUY
$46.51 - $48.03 $1.03 Million - $1.06 Million
22,144 Added 510.94%
26,478 $1.27 Million
Q3 2022

Nov 14, 2022
SELL
$46.65 - $48.89 $16,933 - $17,747
-363 Reduced 7.73%
4,334 $202,000
Q2 2022

Aug 08, 2022
BUY
$47.55 - $48.44 $223,342 - $227,522
4,697 New
4,697 $226,000

Others Institutions Holding DFNM

# of Institutions
234
Shares Held
24.6M
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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