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

Uma Financial Services, Inc.

  • $562 Million
  • Q1 2025

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 8,444 shares of DFNM stock, worth $398,134. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,444
Previous 4,449 89.8%
Holding current value
$398,134
Previous $212,000 89.15%
% of portfolio
0.07%
Previous 0.04%

Shares

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

Apr 28, 2025
BUY
$47.35 - $48.24 $189,163 - $192,718
3,995 Added 89.8%
8,444 $401,000
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
250
Shares Held
26.6M
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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