Strategic Investment Solutions, Inc. /Il Dimensional ETF Tr Natl Mun Bd Transaction History

Strategic Investment Solutions, Inc. /Il

$345 Billion
Q1 2025

A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 28,711 shares of DFNM stock, worth $1.36 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

28,711

Previous 33,600 14.55%

Holding current value

$1.36 Million

Previous $1.86 Billion 26.45%

% of portfolio

0.4%

Previous 0.62%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$47.35 - $48.24 $231,494 - $235,845	-4,889 Reduced 14.55%	28,711 $1.37 Billion
Q4 2024 Feb 13, 2025	BUY	$47.65 - $48.6 $214,853 - $219,137	4,509 Added 15.5%	33,600 $1.86 Billion
Q3 2024 Oct 23, 2024	SELL	$47.7 - $48.54 $3,386 - $3,446	-71 Reduced 0.24%	29,091 $1.41 Billion
Q2 2024 Aug 29, 2024	BUY	$47.4 - $48.0 $54,889 - $55,584	1,158 Added 4.14%	29,162 $1.4 Billion
Q4 2023 Feb 13, 2024	SELL	$46.17 - $48.51 $8.1 Million - $8.51 Million	-175,511 Reduced 86.24%	28,004 $1.36 Billion
Q3 2023 Nov 14, 2023	BUY	$46.44 - $47.81 $9.18 Million - $9.45 Million	197,665 Added 3378.89%	203,515 $9.64 Billion
Q2 2023 Aug 15, 2023	SELL	$47.15 - $48.62 $1.16 Million - $1.2 Million	-24,622 Reduced 80.8%	5,850 $278 Million
Q1 2023 May 15, 2023	SELL	$47.4 - $48.69 $177,133 - $181,954	-3,737 Reduced 10.92%	30,472 $1.47 Billion
Q4 2022 Feb 14, 2023	BUY	$46.51 - $48.03 $1.59 Million - $1.64 Million	34,209 New	34,209 $1.67 Billion

Others Institutions Holding DFNM

# of Institutions

252

Shares Held

26.7M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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Strategic Investment Solutions, Inc. /Il Dimensional ETF Tr Natl Mun Bd Transaction History