Rather & Kittrell, Inc. DFNM Holdings History
Rather & Kittrell, Inc.'s Dimensional National Municipal Bond ETF Holding Summary
As of 2025-03-31, Rather & Kittrell, Inc. held 767,756.00 shares of Dimensional National Municipal Bond ETF(DFNM), totaling $36.52 Mil. This investment constitutes 7.92% of their stock portfolio, and Rather & Kittrell, Inc. now holds 2.38% of the outstanding Dimensional National Municipal Bond ETF(DFNM) stock.
The initial trade took place in 2022Q3. And since then Rather & Kittrell, Inc. has made 10 purchases of DFNM, at an average price of $47.64, for a total of 783,174.00 shares. In addition, there have been 1 sales at an average price of $47.24 for 15,418.00 shares. Based on historical transaction data and DFNM's current price of $47.28, Rather & Kittrell, Inc.'s estimated gain on his DFNM holdings is $-283,733.54, reflecting a -0.76% gain to date.
Rather & Kittrell, Inc. DFNM ($47.28) Holding Chart
Rather & Kittrell, Inc. 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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