Compass Financial Group, Inc. DFNM Holdings History
Compass Financial Group, Inc.'s Dimensional National Municipal Bond ETF Holding Summary
As of 2025-03-31, Compass Financial Group, Inc. held 178,003.00 shares of Dimensional National Municipal Bond ETF(DFNM), totaling $8.47 Mil. This investment constitutes 4.35% of their stock portfolio, and Compass Financial Group, Inc. now holds 0.55% of the outstanding Dimensional National Municipal Bond ETF(DFNM) stock.
The initial trade took place in 2022Q4. And since then Compass Financial Group, Inc. has made 4 purchases of DFNM, at an average price of $47.27, for a total of 195,450.00 shares. In addition, there have been 6 sales at an average price of $47.97 for 17,447.00 shares. Based on historical transaction data and DFNM's current price of $47.45, Compass Financial Group, Inc.'s estimated gain on his DFNM holdings is $44,056.30, reflecting a 0.48% gain to date.
Compass Financial Group, Inc. DFNM ($47.45) Holding Chart
Compass Financial Group, Inc. DFNM ($47.45) 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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