Pathstone Holdings, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Pathstone Holdings, LLC

  • $21.9 Billion
  • Q2 2024

A detailed history of Pathstone Holdings, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Pathstone Holdings, LLC holds 728,068 shares of DFNM stock, worth $35.2 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
728,068
Previous 734,440 0.87%
Holding current value
$35.2 Million
Previous $35.3 Million 1.53%
% of portfolio
0.16%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$47.4 - $48.0 $302,032 - $305,856
-6,372 Reduced 0.87%
728,068 $34.8 Million
Q1 2024

May 13, 2024
BUY
$48.08 - $48.49 $362,042 - $365,129
7,530 Added 1.04%
734,440 $35.3 Million
Q4 2023

Feb 14, 2024
BUY
$46.17 - $48.51 $33.6 Million - $35.3 Million
726,910 New
726,910 $35.3 Million

Others Institutions Holding DFNM

# of Institutions
179
Shares Held
20.9M
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 Pathstone Holdings, LLC Portfolio

Follow Pathstone Holdings, 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 Pathstone Holdings, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pathstone Holdings, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email