Phillips Financial Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Phillips Financial Management, LLC

  • $1.24 Billion
  • Q1 2025

A detailed history of Phillips Financial Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Phillips Financial Management, LLC holds 36,726 shares of DFNM stock, worth $1.74 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
36,726
Previous 37,341 1.65%
Holding current value
$1.74 Million
Previous $1.78 Million 2.07%
% of portfolio
0.14%
Previous 0.15%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$47.35 - $48.24 $29,120 - $29,667
-615 Reduced 1.65%
36,726 $1.75 Million
Q4 2024

Feb 10, 2025
SELL
$47.65 - $48.6 $714,082 - $728,319
-14,986 Reduced 28.64%
37,341 $1.78 Million
Q3 2024

Nov 07, 2024
SELL
$47.7 - $48.54 $372,727 - $379,291
-7,814 Reduced 12.99%
52,327 $2.54 Million
Q2 2024

Aug 08, 2024
SELL
$47.4 - $48.0 $55,410 - $56,112
-1,169 Reduced 1.91%
60,141 $2.87 Million
Q1 2024

Apr 23, 2024
BUY
$48.08 - $48.49 $170,058 - $171,509
3,537 Added 6.12%
61,310 $2.95 Million
Q4 2023

Jan 25, 2024
BUY
$46.17 - $48.51 $306,661 - $322,203
6,642 Added 12.99%
57,773 $2.8 Million
Q3 2023

Nov 09, 2023
BUY
$46.44 - $47.81 $8,870 - $9,131
191 Added 0.37%
51,131 $2.38 Million
Q2 2023

Aug 11, 2023
SELL
$47.15 - $48.62 $24,612 - $25,379
-522 Reduced 1.01%
50,940 $2.43 Million
Q1 2023

May 08, 2023
BUY
$47.4 - $48.69 $97,738 - $100,398
2,062 Added 4.17%
51,462 $2.49 Million
Q4 2022

Jan 24, 2023
SELL
$46.51 - $48.03 $38,231 - $39,480
-822 Reduced 1.64%
49,400 $0
Q3 2022

Nov 08, 2022
BUY
$46.65 - $48.89 $588,489 - $616,747
12,615 Added 33.54%
50,222 $2.34 Million
Q2 2022

Jul 22, 2022
BUY
$47.55 - $48.44 $1.79 Million - $1.82 Million
37,607 New
37,607 $1.81 Million

Others Institutions Holding DFNM

# of Institutions
242
Shares Held
25.5M
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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