American Investment Services, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

American Investment Services, Inc.

$546 Million
Q4 2024

A detailed history of American Investment Services, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, American Investment Services, Inc. holds 92,574 shares of DFNM stock, worth $4.39 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

92,574

Previous 91,152 1.56%

Holding current value

$4.39 Million

Previous $4.36 Million 1.56%

% of portfolio

0.81%

Previous 0.78%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 03, 2025	BUY	$47.65 - $48.6 $67,758 - $69,109	1,422 Added 1.56%	92,574 $4.42 Million
Q3 2024 Nov 14, 2024	SELL	$47.7 - $48.54 $215,365 - $219,158	-4,515 Reduced 4.72%	91,152 $4.42 Million
Q2 2024 Aug 14, 2024	BUY	$47.4 - $48.0 $672,795 - $681,312	14,194 Added 17.42%	95,667 $4.57 Million
Q1 2024 May 13, 2024	BUY	$48.08 - $48.49 $303,096 - $305,680	6,304 Added 8.39%	81,473 $3.92 Million
Q4 2023 Feb 12, 2024	BUY	$46.17 - $48.51 $470,102 - $493,928	10,182 Added 15.67%	75,169 $3.65 Million
Q3 2023 Nov 09, 2023	BUY	$46.44 - $47.81 $5,758 - $5,928	124 Added 0.19%	64,987 $3.02 Million
Q2 2023 Aug 07, 2023	BUY	$47.15 - $48.62 $131,029 - $135,114	2,779 Added 4.48%	64,863 $3.09 Million
Q4 2022 Feb 03, 2023	BUY	$46.51 - $48.03 $2.31 Million - $2.39 Million	49,739 Added 402.91%	62,084 $2.97 Million
Q3 2022 Nov 09, 2022	BUY	$46.65 - $48.89 $118,724 - $124,425	2,545 Added 25.97%	12,345 $576,000
Q2 2022 Aug 02, 2022	BUY	$47.55 - $48.44 $465,990 - $474,712	9,800 New	9,800 $471,000

Others Institutions Holding DFNM

# of Institutions

239

Shares Held

25M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of American Investment Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on American Investment Services, Inc. with notifications on news.

Account

American Investment Services, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History