Uma Financial Services, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Uma Financial Services, Inc.

  • $573 Million
  • Q4 2024

A detailed history of Uma Financial Services, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Uma Financial Services, Inc. holds 4,449 shares of DFNM stock, worth $213,640. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,449
Previous 10,676 58.33%
Holding current value
$213,640
Previous $518,000 59.07%
% of portfolio
0.04%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$47.65 - $48.6 $296,716 - $302,632
-6,227 Reduced 58.33%
4,449 $212,000
Q4 2023

Jan 23, 2024
BUY
$46.17 - $48.51 $492,910 - $517,892
10,676 New
10,676 $517,000

Others Institutions Holding DFNM

# of Institutions
236
Shares Held
24.9M
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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