Great Oak Capital Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Great Oak Capital Partners, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Great Oak Capital Partners, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 35,811 shares of DFNM stock, worth $1.73 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
35,811
Previous 39,624 9.62%
Holding current value
$1.73 Million
Previous $1.88 Billion 8.5%
% of portfolio
0.45%
Previous 0.54%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$47.18 - $48.17 $179,897 - $183,672
-3,813 Reduced 9.62%
35,811 $1.72 Billion
Q2 2025

Jul 15, 2025
BUY
$46.77 - $47.89 $1.41 Million - $1.44 Million
30,110 Added 316.48%
39,624 $1.88 Billion
Q4 2024

Jan 15, 2025
BUY
$47.65 - $48.6 $4,193 - $4,276
88 Added 0.93%
9,514 $453 Million
Q3 2024

Oct 08, 2024
BUY
$47.7 - $48.54 $2,766 - $2,815
58 Added 0.62%
9,426 $456 Million
Q2 2024

Aug 13, 2024
BUY
$47.4 - $48.0 $444,043 - $449,664
9,368 New
9,368 $452 Million

Others Institutions Holding DFNM

# of Institutions
262
Shares Held
29.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR NATL MUN BD

DFNM Quotes by TradingView
  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
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