Vestia Personal Wealth Advisors Dimensional ETF Tr Natl Mun Bd Transaction History

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 2024

A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 115,991 shares of DFNM stock, worth $5.56 Million. This represents 4.56% of its overall portfolio holdings.

Number of Shares
115,991
Previous 62,190 86.51%
Holding current value
$5.56 Million
Previous $3.02 Billion 83.55%
% of portfolio
4.56%
Previous 2.84%

Shares

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

Jan 27, 2025
BUY
$47.65 - $48.6 $2.56 Million - $2.61 Million
53,801 Added 86.51%
115,991 $5.54 Billion
Q3 2024

Nov 04, 2024
BUY
$47.7 - $48.54 $476,761 - $485,157
9,995 Added 19.15%
62,190 $3.02 Billion
Q2 2024

Aug 09, 2024
BUY
$47.4 - $48.0 $2.47 Million - $2.51 Million
52,195 New
52,195 $2.49 Billion

Others Institutions Holding DFNM

# of Institutions
213
Shares Held
23.5M
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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