Switch Point Financial Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Switch Point Financial Planning, LLC

  • $105 Billion
  • Q1 2025

A detailed history of Switch Point Financial Planning, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 38,320 shares of DFNM stock, worth $1.81 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares
38,320
Previous 43,241 11.38%
Holding current value
$1.81 Million
Previous $2.07 Billion 11.75%
% of portfolio
1.73%
Previous 1.98%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$47.35 - $48.24 $233,009 - $237,389
-4,921 Reduced 11.38%
38,320 $1.82 Billion
Q4 2024

Feb 11, 2025
BUY
$47.65 - $48.6 $2.06 Million - $2.1 Million
43,241 New
43,241 $2.07 Billion

Others Institutions Holding DFNM

# of Institutions
251
Shares Held
28.1M
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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