Porter White Investment Advisors, Inc. DFNM Holdings History
Porter White Investment Advisors, Inc.'s Dimensional National Municipal Bond ETF Holding Summary
As of 2025-06-30, Porter White Investment Advisors, Inc. held 156,384.00 shares of Dimensional National Municipal Bond ETF(DFNM), totaling $7.42 Mil. This investment constitutes 3.45% of their stock portfolio, and Porter White Investment Advisors, Inc. now holds 0.47% of the outstanding Dimensional National Municipal Bond ETF(DFNM) stock.
The initial trade took place in 2022Q4. And since then Porter White Investment Advisors, Inc. has made 4 purchases of DFNM, at an average price of $47.30, for a total of 191,156.00 shares. In addition, there have been 1 sales at an average price of $47.24 for 34,772.00 shares. Based on historical transaction data and DFNM's current price of $47.32, Porter White Investment Advisors, Inc.'s estimated gain on his DFNM holdings is $1,813.59, reflecting a 0.02% gain to date.
Porter White Investment Advisors, Inc. DFNM ($47.32) Holding Chart
Porter White Investment Advisors, Inc. DFNM ($47.32) 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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