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

West Financial Advisors, LLC

  • $482 Million
  • Q2 2024

A detailed history of West Financial Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, West Financial Advisors, LLC holds 176,932 shares of DFNM stock, worth $8.58 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares
176,932
Previous 167,996 5.32%
Holding current value
$8.58 Million
Previous $8.08 Million 4.63%
% of portfolio
1.76%
Previous 1.73%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
BUY
$47.4 - $48.0 $423,566 - $428,928
8,936 Added 5.32%
176,932 $8.45 Million
Q1 2024

Apr 11, 2024
BUY
$48.08 - $48.49 $69,283 - $69,874
1,441 Added 0.87%
167,996 $8.08 Million
Q4 2023

Jan 11, 2024
SELL
$46.17 - $48.51 $93,725 - $98,475
-2,030 Reduced 1.2%
166,555 $8.08 Million
Q3 2023

Oct 10, 2023
BUY
$46.44 - $47.81 $7.83 Million - $8.06 Million
168,585 New
168,585 $7.83 Million
Q3 2022

Oct 11, 2022
BUY
$46.65 - $48.89 $473,124 - $495,842
10,142 New
10,142 $473,000

Others Institutions Holding DFNM

# of Institutions
179
Shares Held
20.9M
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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