Paul Damon & Associates, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Paul Damon & Associates, Inc.

$191 Billion
Q2 2025

A detailed history of Paul Damon & Associates, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Paul Damon & Associates, Inc. holds 31,047 shares of DFNM stock, worth $1.47 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

31,047

Previous 30,375 2.21%

Holding current value

$1.47 Million

Previous $1.44 Billion 1.91%

% of portfolio

0.77%

Previous 0.89%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$46.77 - $47.89 $31,429 - $32,182	672 Added 2.21%	31,047 $1.47 Billion
Q1 2025 Apr 29, 2025	BUY	$47.35 - $48.24 $874,743 - $891,185	18,474 Added 155.23%	30,375 $1.44 Billion
Q4 2024 Jan 29, 2025	BUY	$47.65 - $48.6 $110,023 - $112,217	2,309 Added 24.07%	11,901 $569 Million
Q3 2024 Nov 12, 2024	BUY	$47.7 - $48.54 $97,069 - $98,778	2,035 Added 26.93%	9,592 $466 Million
Q2 2024 Jul 17, 2024	BUY	$47.4 - $48.0 $51,097 - $51,744	1,078 Added 16.64%	7,557 $361 Million
Q1 2024 Apr 22, 2024	BUY	$48.08 - $48.49 $311,510 - $314,166	6,479 New	6,479 $312 Million

Others Institutions Holding DFNM

# of Institutions

249

Shares Held

27.9M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Paul Damon & Associates, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History