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

Claris Advisors, LLC

$290 Million
Q4 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 18,431 shares of DFNM stock, worth $888,558. This represents 0.31% of its overall portfolio holdings.

Number of Shares

18,431

Previous 10,288 79.15%

Holding current value

$888,558

Previous $493,000 80.12%

% of portfolio

0.31%

Previous 0.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$47.98 - $48.33 $390,701 - $393,551	8,143 Added 79.15%	18,431 $888,000
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

30M

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