Patriot Financial Group Insurance Agency, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $685 Million
  • Q1 2025

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 41,372 shares of DFNM stock, worth $1.94 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
41,372
Previous 39,710 4.19%
Holding current value
$1.94 Million
Previous $1.9 Million 3.48%
% of portfolio
0.29%
Previous 0.27%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$47.35 - $48.24 $78,695 - $80,174
1,662 Added 4.19%
41,372 $1.96 Million
Q4 2024

Jan 22, 2025
SELL
$47.65 - $48.6 $86,055 - $87,771
-1,806 Reduced 4.35%
39,710 $1.9 Million
Q3 2024

Oct 24, 2024
BUY
$47.7 - $48.54 $69,832 - $71,062
1,464 Added 3.66%
41,516 $2.02 Million
Q2 2024

Jul 26, 2024
BUY
$47.4 - $48.0 $419,253 - $424,560
8,845 Added 28.34%
40,052 $1.91 Million
Q1 2024

Apr 30, 2024
SELL
$48.08 - $48.49 $2,788 - $2,812
-58 Reduced 0.19%
31,207 $1.5 Million
Q4 2023

Jan 19, 2024
SELL
$46.17 - $48.51 $196,407 - $206,361
-4,254 Reduced 11.98%
31,265 $1.52 Million
Q3 2023

Oct 19, 2023
SELL
$46.44 - $47.81 $294,290 - $302,971
-6,337 Reduced 15.14%
35,519 $1.65 Million
Q2 2023

Jul 17, 2023
BUY
$47.15 - $48.62 $1.97 Million - $2.04 Million
41,856 New
41,856 $1.99 Million

Others Institutions Holding DFNM

# of Institutions
240
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
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