Dynamic Advisor Solutions LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Dynamic Advisor Solutions LLC

$2.31 Billion
Q4 2024

A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 11,942 shares of DFNM stock, worth $573,454. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,942

Previous 11,641 2.59%

Holding current value

$573,454

Previous $565,000 0.88%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$47.65 - $48.6 $14,342 - $14,628	301 Added 2.59%	11,942 $570,000
Q3 2024 Oct 07, 2024	SELL	$47.7 - $48.54 $381 - $388	-8 Reduced 0.07%	11,641 $565,000
Q2 2024 Jul 15, 2024	BUY	$47.4 - $48.0 $900 - $912	19 Added 0.16%	11,649 $556,000
Q1 2024 Apr 12, 2024	BUY	$48.08 - $48.49 $673 - $678	14 Added 0.12%	11,630 $559,000
Q4 2023 Jan 10, 2024	BUY	$46.17 - $48.51 $57,712 - $60,637	1,250 Added 12.06%	11,616 $563,000
Q3 2023 Oct 10, 2023	BUY	$46.44 - $47.81 $371 - $382	8 Added 0.08%	10,366 $481,000
Q2 2023 Aug 03, 2023	BUY	$47.15 - $48.62 $49,648 - $51,196	1,053 Added 11.32%	10,358 $493,000
Q1 2023 Apr 10, 2023	BUY	$47.4 - $48.69 $568 - $584	12 Added 0.13%	9,305 $449,000
Q4 2022 Jan 12, 2023	BUY	$46.51 - $48.03 $76,555 - $79,057	1,646 Added 21.52%	9,293 $0
Q3 2022 Oct 20, 2022	BUY	$46.65 - $48.89 $48,795 - $51,138	1,046 Added 15.85%	7,647 $357,000
Q2 2022 Jul 27, 2022	BUY	$47.55 - $48.44 $313,877 - $319,752	6,601 New	6,601 $317,000

Others Institutions Holding DFNM

# of Institutions

236

Shares Held

24.9M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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Dynamic Advisor Solutions LLC Dimensional ETF Tr Natl Mun Bd Transaction History