CPA Asset Management LLC DFNM Holdings History
CPA Asset Management LLC's Dimensional National Municipal Bond ETF Holding Summary
As of 2025-06-30, CPA Asset Management LLC held 17,764.00 shares of Dimensional National Municipal Bond ETF(DFNM), totaling $842,550.00. This investment constitutes 0.35% of their stock portfolio, and CPA Asset Management LLC now holds 0.05% of the outstanding Dimensional National Municipal Bond ETF(DFNM) stock.
The initial trade took place in 2022Q4. And since then CPA Asset Management LLC has made 5 purchases of DFNM, at an average price of $47.91, for a total of 30,997.00 shares. In addition, there have been 3 sales at an average price of $47.28 for 13,233.00 shares. Based on historical transaction data and DFNM's current price of $47.35, CPA Asset Management LLC's estimated gain on his DFNM holdings is $-18,250.74, reflecting a -1.23% gain to date.
CPA Asset Management LLC DFNM ($47.35) Holding Chart
CPA Asset Management LLC DFNM ($47.35) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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