J.W. Cole Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

J.W. Cole Advisors, Inc.

  • $2.42 Billion
  • Q4 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 8,300 shares of DFNM stock, worth $399,230. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,300
Previous 8,060 2.98%
Holding current value
$399,230
Previous $391,000 1.28%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 30, 2025
BUY
$47.65 - $48.6 $11,436 - $11,664
240 Added 2.98%
8,300 $396,000
Q3 2024

Oct 24, 2024
SELL
$47.7 - $48.54 $14,596 - $14,853
-306 Reduced 3.66%
8,060 $391,000
Q2 2024

Aug 08, 2024
BUY
$47.4 - $48.0 $1,943 - $1,968
41 Added 0.49%
8,366 $399,000
Q1 2024

Apr 30, 2024
BUY
$48.08 - $48.49 $400,266 - $403,679
8,325 New
8,325 $400,000

Others Institutions Holding DFNM

# of Institutions
215
Shares Held
23.6M
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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