Roberts Glore & CO Inc Dimensional ETF Tr Natl Mun Bd Transaction History

Roberts Glore & CO Inc

  • $341 Million
  • Q3 2024

A detailed history of Roberts Glore & CO Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Roberts Glore & CO Inc holds 20,600 shares of DFNM stock, worth $983,032. This represents 0.29% of its overall portfolio holdings.

Number of Shares
20,600
Previous 21,600 4.63%
Holding current value
$983,032
Previous $1.03 Million 3.1%
% of portfolio
0.29%
Previous 0.31%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$47.7 - $48.54 $47,700 - $48,540
-1,000 Reduced 4.63%
20,600 $999,000
Q2 2024

Aug 14, 2024
BUY
$47.4 - $48.0 $94,800 - $96,000
2,000 Added 10.2%
21,600 $1.03 Million
Q4 2023

Feb 12, 2024
BUY
$46.17 - $48.51 $650,997 - $683,991
14,100 Added 256.36%
19,600 $950,000
Q1 2023

May 08, 2023
BUY
$47.4 - $48.69 $47,400 - $48,690
1,000 Added 22.22%
5,500 $265,000
Q4 2022

Feb 13, 2023
BUY
$46.51 - $48.03 $209,295 - $216,135
4,500 New
4,500 $215,000

Others Institutions Holding DFNM

# of Institutions
202
Shares Held
22.1M
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
Track This Portfolio

Track Roberts Glore & CO Inc Portfolio

Follow Roberts Glore & CO Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Roberts Glore & CO Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email