Root Financial Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Root Financial Partners, LLC

  • $807 Billion
  • Q4 2024

A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Root Financial Partners, LLC holds 4,958 shares of DFNM stock, worth $239,074. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,958
Previous 4,940 0.36%
Holding current value
$239,074
Previous $240 Million 1.23%
% of portfolio
0.03%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$47.65 - $48.6 $857 - $874
18 Added 0.36%
4,958 $237 Million
Q3 2024

Oct 31, 2024
BUY
$47.7 - $48.54 $235,638 - $239,787
4,940 New
4,940 $240 Million

Others Institutions Holding DFNM

# of Institutions
237
Shares Held
25M
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
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