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

Spinnaker Investment Group, LLC

$401 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 24, 2024	BUY	$47.4 - $48.0 $14,646 - $14,832	309 Added 2.14%	14,740 $704,000
Q1 2024 Apr 19, 2024	BUY	$48.08 - $48.49 $204,243 - $205,985	4,248 Added 41.72%	14,431 $693,000
Q4 2023 Jan 22, 2024	SELL	$46.17 - $48.51 $1.45 Million - $1.52 Million	-31,328 Reduced 75.47%	10,183 $493,000
Q3 2023 Oct 31, 2023	BUY	$46.44 - $47.81 $313,980 - $323,243	6,761 Added 19.46%	41,511 $1.93 Million
Q2 2023 Jul 20, 2023	BUY	$47.15 - $48.62 $1.2 Million - $1.24 Million	25,539 Added 277.27%	34,750 $1.66 Million
Q1 2023 Apr 13, 2023	BUY	$47.4 - $48.69 $48,111 - $49,420	1,015 Added 12.38%	9,211 $444,000
Q4 2022 Jan 17, 2023	BUY	$46.51 - $48.03 $1,813 - $1,873	39 Added 0.48%	8,196 $0
Q3 2022 Oct 21, 2022	BUY	$46.65 - $48.89 $160,242 - $167,937	3,435 Added 72.74%	8,157 $380,000
Q2 2022 Jul 19, 2022	BUY	$47.55 - $48.44 $224,531 - $228,733	4,722 New	4,722 $227,000

Others Institutions Holding DFNM

# of Institutions

202

Shares Held

22.1M

Call Options Held

0

Put Options Held

0

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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