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

Rather & Kittrell, Inc.

$321 Million
Q1 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 517,023 shares of DFNM stock, worth $24.8 Million. This represents 7.74% of its overall portfolio holdings.

Number of Shares

517,023

Previous 435,659 18.68%

Holding current value

$24.8 Million

Previous $21.1 Million 17.65%

% of portfolio

7.74%

Previous 7.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$46.53 - $48.03 $18.3 Million - $18.9 Million	393,948 Added 5161.12%	401,581 $19.2 Million
Q3 2022 Nov 14, 2022	BUY	$46.96 - $48.89 $358,445 - $373,177	7,633 New	7,633 $356,000

Others Institutions Holding DFNM

# of Institutions

176

Shares Held

20.5M

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