Kovitz Investment Group Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 234,555 shares of DFNM stock, worth $11.1 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
234,555
Previous 12,935 1713.34%
Holding current value
$11.1 Million
Previous $615,000 1708.78%
% of portfolio
0.05%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$46.77 - $47.89 $10.4 Million - $10.6 Million
221,620 Added 1713.34%
234,555 $11.1 Million
Q1 2025

May 13, 2025
BUY
$47.35 - $48.24 $38,069 - $38,784
804 Added 6.63%
12,935 $615,000
Q4 2024

Feb 14, 2025
BUY
$47.65 - $48.6 $172,445 - $175,883
3,619 Added 42.52%
12,131 $579,000
Q3 2024

Nov 14, 2024
BUY
$47.7 - $48.54 $406,022 - $413,172
8,512 New
8,512 $413,000

Others Institutions Holding DFNM

# of Institutions
250
Shares Held
27M
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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