Shearwater Capital LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Shearwater Capital LLC

  • $144 Million
  • Q3 2024

A detailed history of Shearwater Capital LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Shearwater Capital LLC holds 35,371 shares of DFNM stock, worth $1.69 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
35,371
Previous 34,108 3.7%
Holding current value
$1.69 Million
Previous $1.63 Million 5.34%
% of portfolio
1.19%
Previous 1.2%

Shares

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

Oct 08, 2024
BUY
$47.7 - $48.54 $60,245 - $61,306
1,263 Added 3.7%
35,371 $1.72 Million
Q2 2024

Jul 10, 2024
BUY
$47.4 - $48.0 $118,689 - $120,192
2,504 Added 7.92%
34,108 $1.63 Million
Q1 2024

Apr 04, 2024
BUY
$48.08 - $48.49 $51,397 - $51,835
1,069 Added 3.5%
31,604 $1.52 Million
Q4 2023

Jan 16, 2024
SELL
$46.17 - $48.51 $8,218 - $8,634
-178 Reduced 0.58%
30,535 $1.48 Million
Q3 2023

Oct 17, 2023
SELL
$46.44 - $47.81 $17,693 - $18,215
-381 Reduced 1.23%
30,713 $1.43 Million
Q2 2023

Jul 05, 2023
BUY
$47.15 - $48.62 $372,437 - $384,049
7,899 Added 34.05%
31,094 $1.48 Million
Q1 2023

Apr 03, 2023
BUY
$47.4 - $48.69 $171,351 - $176,014
3,615 Added 18.46%
23,195 $1.12 Million
Q4 2022

Jan 20, 2023
BUY
$46.51 - $48.03 $222,875 - $230,159
4,792 Added 32.4%
19,580 $0
Q3 2022

Oct 25, 2022
BUY
$46.65 - $48.89 $196,443 - $205,875
4,211 Added 39.81%
14,788 $690,000
Q2 2022

Jul 18, 2022
BUY
$47.55 - $48.44 $104,134 - $106,083
2,190 Added 26.11%
10,577 $508,000
Q1 2022

Apr 27, 2022
BUY
$48.37 - $50.36 $171,133 - $178,173
3,538 Added 72.96%
8,387 $406,000
Q4 2021

Jan 26, 2022
BUY
$50.17 - $50.41 $243,274 - $244,438
4,849 New
4,849 $244,000

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
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