Wealthstream Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Wealthstream Advisors, Inc.

$519 Million
Q4 2024

A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 12,647 shares of DFNM stock, worth $607,308. This represents 0.12% of its overall portfolio holdings.

Number of Shares

12,647

Previous 11,624 8.8%

Holding current value

$607,308

Previous $564,000 7.09%

% of portfolio

0.12%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$47.65 - $48.6 $48,745 - $49,717	1,023 Added 8.8%	12,647 $604,000
Q2 2024 Jul 29, 2024	BUY	$47.4 - $48.0 $34,696 - $35,136	732 Added 6.72%	11,624 $555,000
Q1 2024 May 08, 2024	BUY	$48.08 - $48.49 $43,848 - $44,222	912 Added 9.14%	10,892 $523,000
Q4 2023 Feb 12, 2024	BUY	$46.17 - $48.51 $164,965 - $173,326	3,573 Added 55.77%	9,980 $484,000
Q2 2023 Aug 02, 2023	SELL	$47.15 - $48.62 $665,003 - $685,736	-14,104 Reduced 68.76%	6,407 $305,000
Q1 2023 May 02, 2023	BUY	$47.4 - $48.69 $279,944 - $287,563	5,906 Added 40.44%	20,511 $990,000
Q3 2022 Oct 28, 2022	BUY	$46.65 - $48.89 $681,323 - $714,038	14,605 New	14,605 $681,000

Others Institutions Holding DFNM

# of Institutions

238

Shares Held

25M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Wealthstream Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History