Creative Capital Management Investments LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Creative Capital Management Investments LLC

$269 Million
Q3 2025

A detailed history of Creative Capital Management Investments LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Creative Capital Management Investments LLC holds 5,732 shares of DFNM stock, worth $276,339. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,732

Previous 4,421 29.65%

Holding current value

$276,339

Previous $209,000 31.58%

% of portfolio

0.1%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$47.18 - $48.17 $61,852 - $63,150	1,311 Added 29.65%	5,732 $275,000
Q2 2025 Jul 21, 2025	SELL	$46.77 - $47.89 $24,554 - $25,142	-525 Reduced 10.61%	4,421 $209,000
Q4 2024 Jan 31, 2025	SELL	$47.65 - $48.6 $45,267 - $46,170	-950 Reduced 16.11%	4,946 $236,000
Q3 2024 Oct 28, 2024	BUY	$47.7 - $48.54 $155,788 - $158,531	3,266 Added 124.18%	5,896 $286,000
Q1 2024 Apr 23, 2024	BUY	$48.08 - $48.49 $37,887 - $38,210	788 Added 42.78%	2,630 $126,000

Q2 2023 Apr 22, 2024	BUY	$47.15 - $48.62 $17,775 - $18,329	377 Added 25.73%	1,842 $87,000
Q2 2023 Jul 25, 2023	BUY	$47.15 - $48.62 $17,775 - $18,329	377 Added 25.73%	1,842 $87,000
Q1 2023 Apr 22, 2024	SELL	$47.4 - $48.69 $17,869 - $18,356	-377 Reduced 20.47%	1,465 $70,000
Q4 2022 Jan 12, 2023	BUY	$46.51 - $48.03 $68,137 - $70,363	1,465 New	1,465 $70,000

Others Institutions Holding DFNM

# of Institutions

262

Shares Held

29.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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Creative Capital Management Investments LLC Dimensional ETF Tr Natl Mun Bd Transaction History