Note Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Note Advisors, LLC

  • $145 Billion
  • Q2 2025

A detailed history of Note Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Note Advisors, LLC holds 35,837 shares of DFNM stock, worth $1.73 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
35,837
Previous 18,957 89.04%
Holding current value
$1.73 Million
Previous $902 Million 88.49%
% of portfolio
1.18%
Previous 0.74%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$46.77 - $47.89 $789,477 - $808,383
16,880 Added 89.04%
35,837 $1.7 Billion
Q1 2025

May 14, 2025
BUY
$47.35 - $48.24 $184,570 - $188,039
3,898 Added 25.88%
18,957 $902 Million
Q4 2024

Feb 14, 2025
BUY
$47.65 - $48.6 $717,561 - $731,867
15,059 New
15,059 $719 Million

Others Institutions Holding DFNM

# of Institutions
253
Shares Held
28.8M
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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