New Edge Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

New Edge Advisors, LLC

  • $16.2 Billion
  • Q1 2025

A detailed history of New Edge Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, New Edge Advisors, LLC holds 26,937 shares of DFNM stock, worth $1.27 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
26,937
Previous 10,324 160.92%
Holding current value
$1.27 Million
Previous $493,000 159.84%
% of portfolio
0.01%
Previous 0.0%

Shares

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

May 15, 2025
BUY
$47.35 - $48.24 $786,625 - $801,411
16,613 Added 160.92%
26,937 $1.28 Million
Q4 2024

Feb 13, 2025
BUY
$47.65 - $48.6 $96,157 - $98,074
2,018 Added 24.3%
10,324 $493,000
Q3 2024

Nov 14, 2024
SELL
$47.7 - $48.54 $44,694 - $45,481
-937 Reduced 10.14%
8,306 $403,000
Q2 2024

Aug 15, 2024
SELL
$47.4 - $48.0 $119,922 - $121,440
-2,530 Reduced 21.49%
9,243 $441,000
Q4 2023

Feb 13, 2024
BUY
$46.17 - $48.51 $543,559 - $571,108
11,773 New
11,773 $571,000

Others Institutions Holding DFNM

# of Institutions
251
Shares Held
26.6M
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
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email