Patriot Financial Group Insurance Agency, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 39,710 shares of DFNM stock, worth $1.91 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

39,710

Previous 41,516 4.35%

Holding current value

$1.91 Million

Previous $2.02 Million 5.86%

% of portfolio

0.27%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$47.65 - $48.6 $86,055 - $87,771	-1,806 Reduced 4.35%	39,710 $1.9 Million
Q3 2024 Oct 24, 2024	BUY	$47.7 - $48.54 $69,832 - $71,062	1,464 Added 3.66%	41,516 $2.02 Million
Q2 2024 Jul 26, 2024	BUY	$47.4 - $48.0 $419,253 - $424,560	8,845 Added 28.34%	40,052 $1.91 Million
Q1 2024 Apr 30, 2024	SELL	$48.08 - $48.49 $2,788 - $2,812	-58 Reduced 0.19%	31,207 $1.5 Million
Q4 2023 Jan 19, 2024	SELL	$46.17 - $48.51 $196,407 - $206,361	-4,254 Reduced 11.98%	31,265 $1.52 Million
Q3 2023 Oct 19, 2023	SELL	$46.44 - $47.81 $294,290 - $302,971	-6,337 Reduced 15.14%	35,519 $1.65 Million
Q2 2023 Jul 17, 2023	BUY	$47.15 - $48.62 $1.97 Million - $2.04 Million	41,856 New	41,856 $1.99 Million

Others Institutions Holding DFNM

# of Institutions

215

Shares Held

23.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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Patriot Financial Group Insurance Agency, LLC Dimensional ETF Tr Natl Mun Bd Transaction History