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

Claris Advisors, LLC

$280 Million
Q3 2025

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 10,288 shares of DFNM stock, worth $495,984. This represents 0.18% of its overall portfolio holdings.

Number of Shares

10,288

Previous 10,288 -0.0%

Holding current value

$495,984

Previous $487,000 1.23%

% of portfolio

0.18%

Previous 0.19%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$46.77 - $47.89 $67,161 - $68,770	1,436 Added 16.22%	10,288 $487,000
Q1 2025 Apr 17, 2025	SELL	$47.35 - $48.24 $73,487 - $74,868	-1,552 Reduced 14.92%	8,852 $421,000
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

261

Shares Held

29.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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