Claris Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Claris Advisors, LLC

  • $227 Million
  • Q4 2024

A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Claris Advisors, LLC holds 10,404 shares of DFNM stock, worth $500,016. This represents 0.22% of its overall portfolio holdings.

Number of Shares
10,404
Previous 4,864 113.9%
Holding current value
$500,016
Previous $236,000 110.59%
% of portfolio
0.22%
Previous 0.12%

Shares

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

Feb 07, 2025
BUY
$47.65 - $48.6 $263,981 - $269,244
5,540 Added 113.9%
10,404 $497,000
Q3 2024

Oct 31, 2024
BUY
$47.7 - $48.54 $12,831 - $13,057
269 Added 5.85%
4,864 $236,000
Q2 2024

Aug 01, 2024
BUY
$47.4 - $48.0 $217,803 - $220,560
4,595 New
4,595 $219,000

Others Institutions Holding DFNM

# of Institutions
218
Shares Held
23.9M
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
Track This Portfolio

Track Claris Advisors, LLC Portfolio

Follow Claris Advisors, 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 Claris Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Claris Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email