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 10,324 shares of DFNM stock, worth $497,100. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,324
Previous 8,306 24.3%
Holding current value
$497,100
Previous $403,000 22.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

About DIMENSIONAL ETF TR NATL MUN BD


  • 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.