Kovitz Investment Group Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Kovitz Investment Group Partners, LLC

  • $28.6 Billion
  • Q4 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 12,131 shares of DFNM stock, worth $580,468. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,131
Previous 12,131 -0.0%
Holding current value
$580,468
Previous $579,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$47.65 - $48.6 $172,445 - $175,883
3,619 Added 42.52%
12,131 $579,000
Q3 2024

Nov 14, 2024
BUY
$47.7 - $48.54 $406,022 - $413,172
8,512 New
8,512 $413,000

Others Institutions Holding DFNM

# of Institutions
238
Shares Held
25M
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
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email