Graves Light Lenhart Wealth, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Graves Light Lenhart Wealth, Inc.

$810 Million
Q3 2024

A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 221,039 shares of DFNM stock, worth $10.5 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

221,039

Previous 481,054 54.05%

Holding current value

$10.5 Million

Previous $23 Million 53.31%

% of portfolio

1.32%

Previous 2.63%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$47.7 - $48.54 $12.4 Million - $12.6 Million	-260,015 Reduced 54.05%	221,039 $10.7 Million
Q2 2024 Aug 14, 2024	BUY	$47.4 - $48.0 $1.83 Million - $1.85 Million	38,556 Added 8.71%	481,054 $23 Million
Q1 2024 May 13, 2024	BUY	$48.08 - $48.49 $2.05 Million - $2.07 Million	42,666 Added 10.67%	442,498 $21.3 Million
Q4 2023 Feb 09, 2024	BUY	$46.17 - $48.51 $298,350 - $313,471	6,462 Added 1.64%	399,832 $19.4 Million
Q3 2023 Nov 13, 2023	BUY	$46.44 - $47.81 $9.5 Million - $9.78 Million	204,464 Added 108.24%	393,370 $18.3 Million
Q2 2023 Aug 14, 2023	BUY	$47.15 - $48.62 $129,803 - $133,850	2,753 Added 1.48%	188,906 $9 Million
Q1 2023 May 15, 2023	BUY	$47.4 - $48.69 $1.54 Million - $1.58 Million	32,470 Added 21.13%	186,153 $8.99 Million
Q4 2022 Feb 14, 2023	BUY	$46.51 - $48.03 $7.15 Million - $7.38 Million	153,683 New	153,683 $7.35 Million

Others Institutions Holding DFNM

# of Institutions

203

Shares Held

22.5M

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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Graves Light Lenhart Wealth, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History