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

West Financial Advisors, LLC

$518 Million
Q4 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 173,115 shares of DFNM stock, worth $8.3 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

173,115

Previous 184,134 5.98%

Holding current value

$8.3 Million

Previous $8.94 Million 7.45%

% of portfolio

1.6%

Previous 1.73%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$47.65 - $48.6 $525,055 - $535,523	-11,019 Reduced 5.98%	173,115 $8.27 Million
Q3 2024 Oct 08, 2024	BUY	$47.7 - $48.54 $343,535 - $349,585	7,202 Added 4.07%	184,134 $8.94 Million
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

213

Shares Held

27.3M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

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