Diversified Portfolios, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Diversified Portfolios, Inc.

$837 Million
Q3 2024

A detailed history of Diversified Portfolios, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 5,693 shares of DFNM stock, worth $271,954. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,693

Previous 7,578 24.87%

Holding current value

$271,954

Previous $362,000 23.76%

% of portfolio

0.03%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$47.7 - $48.54 $89,914 - $91,497	-1,885 Reduced 24.87%	5,693 $276,000
Q2 2024 Jul 22, 2024	SELL	$47.4 - $48.0 $18,201 - $18,432	-384 Reduced 4.82%	7,578 $362,000
Q4 2023 Jan 30, 2024	BUY	$46.17 - $48.51 $28,625 - $30,076	620 Added 8.44%	7,962 $386,000
Q3 2023 Nov 02, 2023	SELL	$46.44 - $47.81 $104,025 - $107,094	-2,240 Reduced 23.38%	7,342 $341,000
Q2 2023 Aug 09, 2023	BUY	$47.15 - $48.62 $9,807 - $10,112	208 Added 2.22%	9,582 $456,000
Q1 2023 May 02, 2023	BUY	$47.4 - $48.69 $6,399 - $6,573	135 Added 1.46%	9,374 $452,000
Q4 2022 Jan 24, 2023	SELL	$46.51 - $48.03 $1.98 Million - $2.05 Million	-42,614 Reduced 82.18%	9,239 $0
Q3 2022 Nov 07, 2022	SELL	$46.65 - $48.89 $1.62 Million - $1.7 Million	-34,801 Reduced 40.16%	51,853 $2.42 Million
Q2 2022 Aug 09, 2022	BUY	$47.55 - $48.44 $2.46 Million - $2.5 Million	51,711 Added 147.99%	86,654 $4.17 Million
Q1 2022 May 12, 2022	BUY	$48.37 - $50.36 $1.69 Million - $1.76 Million	34,943 New	34,943 $1.69 Million

Others Institutions Holding DFNM

# of Institutions

207

Shares Held

22.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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Diversified Portfolios, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History