Western Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Western Wealth Management, LLC

  • $1.27 Billion
  • Q1 2024

A detailed history of Western Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Western Wealth Management, LLC holds 12,990 shares of DFNM stock, worth $622,610. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,990
Previous 12,098 7.37%
Holding current value
$622,610
Previous $586,000 6.48%
% of portfolio
0.05%
Previous 0.04%

Shares

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

May 02, 2024
BUY
$48.08 - $48.49 $42,887 - $43,253
892 Added 7.37%
12,990 $624,000
Q4 2023

Jan 31, 2024
BUY
$46.17 - $48.51 $784 - $824
17 Added 0.14%
12,098 $586,000
Q3 2023

Nov 07, 2023
BUY
$46.44 - $47.81 $557 - $573
12 Added 0.1%
12,081 $561,000
Q2 2023

Aug 30, 2023
SELL
$47.15 - $48.62 $315,009 - $324,830
-6,681 Reduced 35.63%
12,069 $574,000
Q1 2023

Aug 30, 2023
BUY
$47.4 - $48.69 $443,379 - $455,446
9,354 Added 99.55%
18,750 $905,000
Q4 2022

Feb 02, 2023
BUY
$46.53 - $48.03 $437,195 - $451,289
9,396 New
9,396 $449,000

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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