Websterrogers Financial Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Websterrogers Financial Advisors, LLC

$274 Million
Q1 2024

A detailed history of Websterrogers Financial Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 24,200 shares of DFNM stock, worth $1.16 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

24,200

Previous 11,587 108.85%

Holding current value

$1.16 Million

Previous $562,000 106.94%

% of portfolio

0.43%

Previous 0.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$48.08 - $48.49 $606,433 - $611,604	12,613 Added 108.85%	24,200 $1.16 Million
Q4 2023 Feb 14, 2024	SELL	$46.17 - $48.51 $660,646 - $694,129	-14,309 Reduced 55.26%	11,587 $562,000
Q3 2023 Nov 01, 2023	SELL	$46.44 - $47.81 $22,616 - $23,283	-487 Reduced 1.85%	25,896 $1.2 Million
Q2 2023 Jul 26, 2023	BUY	$47.15 - $48.62 $224,669 - $231,674	4,765 Added 22.04%	26,383 $1.26 Million
Q1 2023 May 03, 2023	SELL	$47.4 - $48.69 $79,252 - $81,409	-1,672 Reduced 7.18%	21,618 $1.04 Million

Q4 2022 Feb 06, 2023	BUY	$46.53 - $48.03 $211,758 - $218,584	4,551 Added 24.29%	23,290 $1.11 Million
Q3 2022 Oct 26, 2022	SELL	$46.96 - $48.89 $143,415 - $149,310	-3,054 Reduced 14.01%	18,739 $874,000
Q2 2022 Jul 25, 2022	SELL	$47.55 - $48.44 $3.95 Million - $4.03 Million	-83,170 Reduced 79.24%	21,793 $1.05 Million
Q1 2022 Apr 14, 2022	BUY	$48.37 - $50.36 $5.08 Million - $5.29 Million	104,963 New	104,963 $5.08 Million

Others Institutions Holding DFNM

# of Institutions

171

Shares Held

20.2M

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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Websterrogers Financial Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History