Simplicity Wealth,Llc Dimensional ETF Tr Natl Mun Bd Transaction History

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Simplicity Wealth,Llc holds 10,709 shares of DFNM stock, worth $515,638. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,709
Previous 7,318 46.34%
Holding current value
$515,638
Previous $355,000 43.94%
% of portfolio
0.11%
Previous 0.03%

Shares

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

Feb 07, 2025
BUY
$47.65 - $48.6 $161,581 - $164,802
3,391 Added 46.34%
10,709 $511,000
Q3 2024

Oct 09, 2024
SELL
$47.7 - $48.54 $25,185 - $25,629
-528 Reduced 6.73%
7,318 $355,000
Q2 2024

Jul 10, 2024
BUY
$47.4 - $48.0 $1,137 - $1,152
24 Added 0.31%
7,846 $374,000
Q1 2024

Apr 24, 2024
BUY
$48.08 - $48.49 $376,081 - $379,288
7,822 New
7,822 $376,000

Others Institutions Holding DFNM

# of Institutions
236
Shares Held
24.9M
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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