Safeguard Investment Advisory Group, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Safeguard Investment Advisory Group, LLC

$350 Million
Q3 2024

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 22,908 shares of DFNM stock, worth $1.1 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

22,908

Previous 22,459 2.0%

Holding current value

$1.1 Million

Previous $1.07 Million 3.64%

% of portfolio

0.32%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$47.7 - $48.54 $21,417 - $21,794	449 Added 2.0%	22,908 $1.11 Million
Q2 2024 Aug 09, 2024	SELL	$47.4 - $48.0 $5,451 - $5,520	-115 Reduced 0.51%	22,459 $1.07 Million
Q1 2024 May 13, 2024	BUY	$48.08 - $48.49 $156,452 - $157,786	3,254 Added 16.84%	22,574 $1.09 Million
Q4 2023 Jan 26, 2024	BUY	$46.17 - $48.51 $75,395 - $79,216	1,633 Added 9.23%	19,320 $937,000
Q3 2023 Nov 14, 2023	SELL	$46.44 - $47.81 $95,387 - $98,201	-2,054 Reduced 10.4%	17,687 $821,000
Q2 2023 Aug 01, 2023	BUY	$47.15 - $48.62 $308,502 - $318,120	6,543 Added 49.58%	19,741 $940,000
Q1 2023 May 04, 2023	BUY	$47.4 - $48.69 $625,585 - $642,610	13,198 New	13,198 $637,000

Others Institutions Holding DFNM

# of Institutions

202

Shares Held

22.1M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
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Safeguard Investment Advisory Group, LLC Dimensional ETF Tr Natl Mun Bd Transaction History