Investmark Advisory Group LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Investmark Advisory Group LLC

$200 Million
Q4 2024

A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Investmark Advisory Group LLC holds 22,084 shares of DFNM stock, worth $1.06 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

22,084

Previous 21,728 1.64%

Holding current value

$1.06 Million

Previous $1.05 Million 0.09%

% of portfolio

0.53%

Previous 0.52%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	BUY	$47.65 - $48.6 $16,963 - $17,301	356 Added 1.64%	22,084 $1.06 Million
Q2 2024 Aug 14, 2024	BUY	$47.4 - $48.0 $9,906 - $10,032	209 Added 0.97%	21,728 $1.04 Million
Q1 2024 May 17, 2024	BUY	$48.08 - $48.49 $18,030 - $18,183	375 Added 1.77%	21,519 $1.03 Million
Q4 2023 Feb 14, 2024	BUY	$46.17 - $48.51 $976,218 - $1.03 Million	21,144 New	21,144 $1.03 Million

Others Institutions Holding DFNM

# of Institutions

236

Shares Held

24.9M

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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Investmark Advisory Group LLC Dimensional ETF Tr Natl Mun Bd Transaction History