First Ascent Asset Management, LLC DFNM Holdings History
First Ascent Asset Management, LLC's Dimensional National Municipal Bond ETF Holding Summary
As of 2023-12-31, First Ascent Asset Management, LLC held 901,027.00 shares of Dimensional National Municipal Bond ETF(DFNM), totaling $43.71 Mil. This investment constitutes 4.92% of their stock portfolio, and First Ascent Asset Management, LLC now holds 5.41% of the outstanding Dimensional National Municipal Bond ETF(DFNM) stock.
The initial trade took place in 2022Q4. And since then First Ascent Asset Management, LLC has made 4 purchases of DFNM, at an average price of $47.27, for a total of 938,343.00 shares. In addition, there have been 1 sales at an average price of $47.24 for 37,316.00 shares. Based on historical transaction data and DFNM's current price of $47.28, First Ascent Asset Management, LLC's estimated gain on his DFNM holdings is $8,557.41, reflecting a 0.02% gain to date.
First Ascent Asset Management, LLC DFNM ($47.28) Holding Chart
First Ascent Asset Management, LLC DFNM ($47.28) 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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