A detailed history of Sigma Planning Corp transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Sigma Planning Corp holds 5,208 shares of DFNM stock, worth $249,515. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,208
Previous 5,505 5.4%
Holding current value
$249,515
Previous $262,000 3.82%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 01, 2024

SELL
$47.7 - $48.54 $14,166 - $14,416
-297 Reduced 5.4%
5,208 $252,000
Q2 2024

Aug 05, 2024

SELL
$47.4 - $48.0 $4,029 - $4,080
-85 Reduced 1.52%
5,505 $262,000
Q1 2024

May 01, 2024

BUY
$48.08 - $48.49 $268,767 - $271,059
5,590 New
5,590 $268,000
Q3 2023

Nov 06, 2023

BUY
$46.44 - $47.81 $259,924 - $267,592
5,597 New
5,597 $260,000

Others Institutions Holding DFNM

About DIMENSIONAL ETF TR NATL MUN BD


  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
Track This Portfolio

Track Sigma Planning Corp Portfolio

Follow Sigma Planning Corp 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 Sigma Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sigma Planning Corp with notifications on news.