Navigoe, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Navigoe, LLC

$102 Million
Q4 2024

A detailed history of Navigoe, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Navigoe, LLC holds 4,082 shares of DFNM stock, worth $195,731. This represents 0.19% of its overall portfolio holdings.

Number of Shares

4,082

Holding current value

$195,731

% of portfolio

0.19%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$47.65 - $48.6 $194,507 - $198,385	4,082 New	4,082 $194,000

Others Institutions Holding DFNM

# of Institutions

235

Shares Held

24.9M

Call Options Held

Put Options Held

Truepoint, Inc.

2.7M
Shares

$129 Million
3.53% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$57.4 Million
0.64% of portfolio
Foster Group, Inc.

1.14M
Shares

$54.9 Million
2.17% of portfolio
Geo Wealth Management, LLC Chicago, IL

1.01M
Shares

$48.3 Million
1.65% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$43.2 Million
4.9% of portfolio

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

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