Maryland Capital Advisors Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Maryland Capital Advisors Inc.

$220 Million
Q1 2025

A detailed history of Maryland Capital Advisors Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Maryland Capital Advisors Inc. holds 182,970 shares of DFNM stock, worth $8.65 Million. This represents 3.96% of its overall portfolio holdings.

Number of Shares

182,970

Previous 189,177 3.28%

Holding current value

$8.65 Million

Previous $9.04 Million 3.71%

% of portfolio

3.96%

Previous 4.29%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$47.35 - $48.24 $293,901 - $299,425	-6,207 Reduced 3.28%	182,970 $8.7 Million
Q4 2024 Jan 30, 2025	BUY	$47.65 - $48.6 $268,364 - $273,715	5,632 Added 3.07%	189,177 $9.04 Million
Q3 2024 Oct 22, 2024	SELL	$47.7 - $48.54 $18,173 - $18,493	-381 Reduced 0.21%	183,545 $8.91 Million
Q2 2024 Jul 25, 2024	BUY	$47.4 - $48.0 $271,365 - $274,800	5,725 Added 3.21%	183,926 $8.79 Million
Q1 2024 Apr 11, 2024	BUY	$48.08 - $48.49 $12,885 - $12,995	268 Added 0.15%	178,201 $8.57 Million
Q4 2023 Jan 17, 2024	SELL	$46.17 - $48.51 $278,635 - $292,757	-6,035 Reduced 3.28%	177,933 $8.63 Million
Q3 2023 Oct 20, 2023	SELL	$46.44 - $47.81 $65,248 - $67,173	-1,405 Reduced 0.76%	183,968 $8.55 Million
Q2 2023 Jul 25, 2023	BUY	$47.15 - $48.62 $1.27 Million - $1.31 Million	26,950 Added 17.01%	185,373 $8.83 Million
Q1 2023 Apr 26, 2023	BUY	$47.4 - $48.69 $505,236 - $518,986	10,659 Added 7.21%	158,423 $7.65 Million
Q4 2022 Jan 18, 2023	BUY	$46.51 - $48.03 $6.87 Million - $7.1 Million	147,764 New	147,764 $0

Others Institutions Holding DFNM

# of Institutions

251

Shares Held

26.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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Maryland Capital Advisors Inc. Dimensional ETF Tr Natl Mun Bd Transaction History