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

Claris Advisors, LLC

  • $196 Million
  • Q3 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 4,864 shares of DFNM stock, worth $233,131. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,864
Previous 4,595 5.85%
Holding current value
$233,131
Previous $219,000 7.76%
% of portfolio
0.12%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
184
Shares Held
21M
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
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