Resonant Capital Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Resonant Capital Advisors, LLC

$1.35 Billion
Q4 2024

A detailed history of Resonant Capital Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Resonant Capital Advisors, LLC holds 188,028 shares of DFNM stock, worth $8.98 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

188,028

Previous 161,179 16.66%

Holding current value

$8.98 Million

Previous $7.82 Million 14.83%

% of portfolio

0.67%

Previous 0.58%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$47.65 - $48.6 $1.28 Million - $1.3 Million	26,849 Added 16.66%	188,028 $8.98 Million
Q3 2024 Oct 18, 2024	SELL	$47.7 - $48.54 $80,517 - $81,935	-1,688 Reduced 1.04%	161,179 $7.82 Million
Q2 2024 Aug 01, 2024	SELL	$47.4 - $48.0 $744,464 - $753,888	-15,706 Reduced 8.8%	162,867 $7.78 Million
Q4 2023 Jan 31, 2024	BUY	$46.17 - $48.51 $1.44 Million - $1.51 Million	31,155 Added 21.13%	178,573 $8.66 Million
Q3 2023 Oct 31, 2023	SELL	$46.44 - $47.81 $527,233 - $542,786	-11,353 Reduced 7.15%	147,418 $6.85 Million
Q2 2023 Jul 25, 2023	SELL	$47.15 - $48.62 $556,228 - $573,570	-11,797 Reduced 6.92%	158,771 $7.56 Million
Q1 2023 Apr 21, 2023	SELL	$47.4 - $48.69 $200,833 - $206,299	-4,237 Reduced 2.42%	170,568 $8.24 Million
Q4 2022 Jan 23, 2023	BUY	$46.51 - $48.03 $299,198 - $308,976	6,433 Added 3.82%	174,805 $0
Q3 2022 Oct 20, 2022	SELL	$46.65 - $48.89 $1.86 Million - $1.95 Million	-39,905 Reduced 19.16%	168,372 $7.86 Million
Q2 2022 Jul 12, 2022	BUY	$47.55 - $48.44 $1.28 Million - $1.31 Million	26,965 Added 14.87%	208,277 $10 Million
Q1 2022 Apr 19, 2022	BUY	$48.37 - $50.36 $8.77 Million - $9.13 Million	181,312 New	181,312 $8.78 Million

Others Institutions Holding DFNM

# of Institutions

207

Shares Held

22.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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Resonant Capital Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History