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 60,141 shares of DFNM stock, worth $2.88 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
60,141
Previous 61,310 1.91%
Holding current value
$2.88 Million
Previous $2.95 Million 2.58%
% of portfolio
0.24%
Previous 0.25%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR NATL MUN BD


  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
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