A detailed history of Creative Planning transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Creative Planning holds 5,646 shares of DFNM stock, worth $269,314. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,646
Previous 5,576 1.26%
Holding current value
$269,314
Previous $266,000 3.01%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024

BUY
$47.7 - $48.54 $3,339 - $3,397
70 Added 1.26%
5,646 $274,000
Q1 2024

May 10, 2024

BUY
$48.08 - $48.49 $27,213 - $27,445
566 Added 11.3%
5,576 $268,000
Q4 2023

Feb 14, 2024

BUY
$46.17 - $48.51 $231,311 - $243,035
5,010 New
5,010 $243,000
Q4 2022

Feb 10, 2023

BUY
$46.51 - $48.03 $214,271 - $221,274
4,607 New
4,607 $220,000

Others Institutions Holding DFNM

About DIMENSIONAL ETF TR NATL MUN BD


  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning 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 Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.