Rather & Kittrell, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Rather & Kittrell, Inc.

$391 Million
Q4 2024

A detailed history of Rather & Kittrell, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Rather & Kittrell, Inc. holds 698,195 shares of DFNM stock, worth $33.5 Million. This represents 8.54% of its overall portfolio holdings.

Number of Shares

698,195

Previous 632,168 10.44%

Holding current value

$33.5 Million

Previous $30.7 Million 8.71%

% of portfolio

8.54%

Previous 8.12%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$47.65 - $48.6 $3.15 Million - $3.21 Million	66,027 Added 10.44%	698,195 $33.4 Million
Q3 2024 Nov 01, 2024	BUY	$47.7 - $48.54 $2.48 Million - $2.52 Million	51,929 Added 8.95%	632,168 $30.7 Million
Q2 2024 Jul 29, 2024	BUY	$47.4 - $48.0 $3 Million - $3.03 Million	63,216 Added 12.23%	580,239 $27.7 Million
Q1 2024 Apr 25, 2024	BUY	$48.08 - $48.49 $3.91 Million - $3.95 Million	81,364 Added 18.68%	517,023 $24.9 Million
Q4 2023 Feb 02, 2024	SELL	$46.17 - $48.51 $711,849 - $747,927	-15,418 Reduced 3.42%	435,659 $21.1 Million
Q3 2023 Nov 09, 2023	BUY	$46.44 - $47.81 $543,812 - $559,855	11,710 Added 2.67%	451,077 $21 Million
Q2 2023 Jul 28, 2023	BUY	$47.15 - $48.62 $286,813 - $295,755	6,083 Added 1.4%	439,367 $20.9 Million
Q1 2023 May 04, 2023	BUY	$47.4 - $48.69 $1.5 Million - $1.54 Million	31,703 Added 7.89%	433,284 $20.9 Million
Q4 2022 Feb 09, 2023	BUY	$46.51 - $48.03 $18.3 Million - $18.9 Million	393,948 Added 5161.12%	401,581 $19.2 Million
Q3 2022 Nov 14, 2022	BUY	$46.65 - $48.89 $356,079 - $373,177	7,633 New	7,633 $356,000

Others Institutions Holding DFNM

# of Institutions

235

Shares Held

24.9M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rather & Kittrell, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rather & Kittrell, Inc. with notifications on news.

Account

Rather & Kittrell, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History