Ifp Advisors, Inc Dimensional ETF Tr Natl Mun Bd Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Ifp Advisors, Inc holds 801 shares of DFNM stock, worth $38,464. This represents 0.0% of its overall portfolio holdings.

Number of Shares

801

Previous 692 15.75%

Holding current value

$38,464

Previous $33,000 15.15%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$47.65 - $48.6 $5,193 - $5,297	109 Added 15.75%	801 $38,000
Q3 2024 Feb 04, 2025	BUY	$47.7 - $48.54 $95 - $97	2 Added 0.29%	692 $33,000
Q2 2024 Jul 30, 2024	BUY	$47.4 - $48.0 $3,033 - $3,072	64 Added 10.22%	690 $32,000
Q4 2023 Jan 09, 2024	SELL	$46.17 - $48.51 $125,213 - $131,559	-2,712 Reduced 81.25%	626 $30,000
Q3 2023 Oct 12, 2023	SELL	$46.44 - $47.81 $92,694 - $95,428	-1,996 Reduced 37.42%	3,338 $155,000
Q2 2023 Aug 04, 2023	SELL	$47.15 - $48.62 $4,856 - $5,007	-103 Reduced 1.89%	5,334 $254,000
Q1 2023 Apr 18, 2023	SELL	$47.4 - $48.69 $74,086 - $76,102	-1,563 Reduced 22.33%	5,437 $262,000
Q4 2022 Feb 07, 2023	BUY	$46.51 - $48.03 $2,837 - $2,929	61 Added 0.88%	7,000 $352,000
Q3 2022 Nov 08, 2022	BUY	$46.65 - $48.89 $89,054 - $93,331	1,909 Added 37.95%	6,939 $351,000
Q2 2022 Sep 06, 2022	BUY	$47.55 - $48.44 $239,176 - $243,653	5,030 New	5,030 $253,000
Q2 2022 Aug 12, 2022	SELL	$47.55 - $48.44 $239,176 - $243,653	-5,030 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$48.37 - $50.36 $183,225 - $190,763	3,788 Added 304.99%	5,030 $243,000
Q1 2022 Aug 08, 2022	BUY	$48.37 - $50.36 $40,824 - $42,503	844 Added 212.06%	1,242 $60,000
Q4 2021 Jan 12, 2022	BUY	$50.17 - $50.41 $19,967 - $20,063	398 New	398 $20,000

Others Institutions Holding DFNM

# of Institutions

236

Shares Held

24.9M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account