Ae Wealth Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Ae Wealth Management LLC holds 138 shares of DFNM stock, worth $6,626. This represents 0.0% of its overall portfolio holdings.

Number of Shares
138
Holding current value
$6,626
% of portfolio
0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$47.65 - $48.6 $6,575 - $6,706
138 New
138 $6,000
Q4 2023

Feb 14, 2024
SELL
$46.17 - $48.51 $195,576 - $205,488
-4,236 Reduced 34.06%
8,200 $397,000
Q3 2023

Oct 11, 2023
BUY
$46.44 - $47.81 $239,862 - $246,938
5,165 Added 71.04%
12,436 $577,000
Q2 2023

Jul 10, 2023
BUY
$47.15 - $48.62 $342,827 - $353,516
7,271 New
7,271 $346,000

Others Institutions Holding DFNM

# of Institutions
236
Shares Held
24.9M
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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