Sea Crest Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Sea Crest Wealth Management, LLC

  • $916 Million
  • Q4 2024

A detailed history of Sea Crest Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 4,986 shares of DFNM stock, worth $236,685. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,986
Previous 4,986 -0.0%
Holding current value
$236,685
Previous $242,000 1.65%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
SELL
$47.4 - $48.0 $14,599 - $14,784
-308 Reduced 5.82%
4,986 $238,000
Q2 2023

Jul 14, 2023
BUY
$47.15 - $48.62 $5,658 - $5,834
120 Added 2.32%
5,294 $252,000
Q1 2023

May 11, 2023
BUY
$47.4 - $48.69 $245,247 - $251,922
5,174 New
5,174 $249,000
Q2 2022

Aug 09, 2022
BUY
$47.55 - $48.44 $137,895 - $140,476
2,900 New
2,900 $139,000

Others Institutions Holding DFNM

# of Institutions
240
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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