Annapolis Financial Services, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Annapolis Financial Services, LLC

$323 Million
Q3 2024

A detailed history of Annapolis Financial Services, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 6,520 shares of DFNM stock, worth $313,090. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,520

Previous 6,520 -0.0%

Holding current value

$313,090

Previous $311,000 1.61%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$47.4 - $48.0 $125,752 - $127,344	2,653 Added 68.61%	6,520 $311,000
Q1 2024 Apr 17, 2024	SELL	$48.08 - $48.49 $1.06 Million - $1.07 Million	-22,083 Reduced 85.1%	3,867 $185,000
Q4 2023 Jan 31, 2024	BUY	$46.17 - $48.51 $551,362 - $579,306	11,942 Added 85.25%	25,950 $1.26 Million
Q3 2023 Oct 30, 2023	SELL	$46.44 - $47.81 $28,699 - $29,546	-618 Reduced 4.23%	14,008 $650,000
Q2 2023 Jul 18, 2023	BUY	$47.15 - $48.62 $78,693 - $81,146	1,669 Added 12.88%	14,626 $696,000
Q1 2023 Apr 17, 2023	BUY	$47.4 - $48.69 $240,981 - $247,539	5,084 Added 64.58%	12,957 $625,000
Q4 2022 Jan 20, 2023	BUY	$46.51 - $48.03 $351,569 - $363,058	7,559 Added 2407.32%	7,873 $0
Q3 2022 Oct 21, 2022	BUY	$46.65 - $48.89 $14,648 - $15,351	314 New	314 $15,000

Others Institutions Holding DFNM

# of Institutions

236

Shares Held

24.9M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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Annapolis Financial Services, LLC Dimensional ETF Tr Natl Mun Bd Transaction History