A detailed history of Lji Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Lji Wealth Management, LLC holds 9,039 shares of DFNM stock, worth $433,239. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,039
Previous 5,244 72.37%
Holding current value
$433,239
Previous $252 Million 71.22%
% of portfolio
0.1%
Previous 0.07%

Shares

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

Aug 12, 2024

BUY
$47.4 - $48.0 $179,883 - $182,160
3,795 Added 72.37%
9,039 $432 Million
Q4 2023

Feb 13, 2024

BUY
$46.17 - $48.51 $242,115 - $254,386
5,244 New
5,244 $254 Million
Q3 2023

Feb 02, 2024

SELL
$46.44 - $47.81 $6.03 Million - $6.21 Million
-129,887 Closed
0 $0
Q2 2023

Feb 02, 2024

BUY
$47.15 - $48.62 $6.12 Million - $6.32 Million
129,887 New
129,887 $130 Million

Others Institutions Holding DFNM

About DIMENSIONAL ETF TR NATL MUN BD


  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
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