Warren Averett Asset Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Warren Averett Asset Management, LLC

  • $4.21 Billion
  • Q1 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 75,635 shares of DFNM stock, worth $3.63 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
75,635
Previous 77,992 3.02%
Holding current value
$3.63 Million
Previous $3.78 Million 3.86%
% of portfolio
0.09%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$48.08 - $48.49 $113,324 - $114,290
-2,357 Reduced 3.02%
75,635 $3.64 Million
Q4 2023

Feb 14, 2024
SELL
$46.17 - $48.51 $41,506 - $43,610
-899 Reduced 1.14%
77,992 $3.78 Million
Q3 2023

Nov 14, 2023
SELL
$46.44 - $47.81 $19,737 - $20,319
-425 Reduced 0.54%
78,891 $3.67 Million
Q2 2023

Aug 14, 2023
BUY
$47.15 - $48.62 $3.74 Million - $3.86 Million
79,316 New
79,316 $3.78 Million

Others Institutions Holding DFNM

# of Institutions
172
Shares Held
20.3M
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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