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

Soundmark Wealth Management, LLC

  • $225 Million
  • Q1 2024

A detailed history of Soundmark Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Soundmark Wealth Management, LLC holds 18,563 shares of DFNM stock, worth $889,724. This represents 0.4% of its overall portfolio holdings.

Number of Shares
18,563
Previous 18,490 0.39%
Holding current value
$889,724
Previous $896,000 0.45%
% of portfolio
0.4%
Previous 0.44%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
BUY
$48.08 - $48.49 $3,509 - $3,539
73 Added 0.39%
18,563 $892,000
Q2 2022

Jul 11, 2022
BUY
$47.55 - $48.44 $879,199 - $895,655
18,490 New
18,490 $889,000

Others Institutions Holding DFNM

# of Institutions
172
Shares Held
20.3M
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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