Cary Street Partners Investment Advisory LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Cary Street Partners Investment Advisory LLC

  • $2.63 Billion
  • Q3 2024

A detailed history of Cary Street Partners Investment Advisory LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 28,344 shares of DFNM stock, worth $1.35 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
28,344
Previous 6,249 353.58%
Holding current value
$1.35 Million
Previous $298,000 361.41%
% of portfolio
0.05%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$47.7 - $48.54 $1.05 Million - $1.07 Million
22,095 Added 353.58%
28,344 $1.38 Million
Q2 2024

Jul 22, 2024
BUY
$47.4 - $48.0 $296,202 - $299,952
6,249 New
6,249 $298,000

Others Institutions Holding DFNM

# of Institutions
202
Shares Held
22.1M
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
Track This Portfolio

Track Cary Street Partners Investment Advisory LLC Portfolio

Follow Cary Street Partners Investment Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cary Street Partners Investment Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Investment Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email