Modera Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 2025

A detailed history of Modera Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Modera Wealth Management, LLC holds 74,778 shares of DFNM stock, worth $3.55 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
74,778
Previous 76,491 2.24%
Holding current value
$3.55 Million
Previous $3.65 Million 2.65%
% of portfolio
0.05%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$47.35 - $48.24 $81,110 - $82,635
-1,713 Reduced 2.24%
74,778 $3.56 Million
Q4 2024

Feb 05, 2025
BUY
$47.65 - $48.6 $82,005 - $83,640
1,721 Added 2.3%
76,491 $3.65 Million
Q3 2024

Oct 24, 2024
SELL
$47.7 - $48.54 $375,446 - $382,058
-7,871 Reduced 9.52%
74,770 $3.63 Million
Q2 2024

Jul 29, 2024
BUY
$47.4 - $48.0 $19,481 - $19,728
411 Added 0.5%
82,641 $3.95 Million
Q1 2024

May 14, 2024
SELL
$48.08 - $48.49 $24,136 - $24,341
-502 Reduced 0.61%
82,230 $3.95 Million
Q4 2023

Feb 14, 2024
BUY
$46.17 - $48.51 $164,365 - $172,695
3,560 Added 4.5%
82,732 $4.01 Million
Q3 2023

Nov 30, 2023
SELL
$46.44 - $47.81 $658,240 - $677,658
-14,174 Reduced 15.18%
79,172 $3.68 Million
Q3 2023

Nov 01, 2023
BUY
$46.44 - $47.81 $813,117 - $837,105
17,509 Added 23.09%
93,346 $4.34 Million
Q2 2023

Aug 07, 2023
BUY
$47.15 - $48.62 $1.13 Million - $1.17 Million
24,067 Added 46.49%
75,837 $3.61 Million
Q1 2023

May 05, 2023
BUY
$47.4 - $48.69 $300,753 - $308,938
6,345 Added 13.97%
51,770 $2.5 Million
Q4 2022

Feb 07, 2023
BUY
$46.51 - $48.03 $2.11 Million - $2.18 Million
45,425 New
45,425 $2.17 Million

Others Institutions Holding DFNM

# of Institutions
252
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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