Number of Shares
222,984.00
Current Holdings Value*
$10.62 Mil
% of Portfolio
3.2%
Total Estimate Gain
$-552,917.03
% of Total Estimate Gain
-4.58%

Relaxing Retirement Coach's Dimensional National Municipal Bond ETF Holding Summary

As of 2023-06-30, Relaxing Retirement Coach held 222,984.00 shares of Dimensional National Municipal Bond ETF(DFNM), totaling $10.62 Mil. This investment constitutes 3.2% of their stock portfolio, and Relaxing Retirement Coach now holds 1.34% of the outstanding Dimensional National Municipal Bond ETF(DFNM) stock.

The initial trade took place in 2021Q4. And since then Relaxing Retirement Coach has made 4 purchases of DFNM, at an average price of $49.56, for a total of 243,413.00 shares. In addition, there have been 3 sales at an average price of $47.40 for 20,429.00 shares. Based on historical transaction data and DFNM's current price of $47.28, Relaxing Retirement Coach's estimated gain on his DFNM holdings is $-552,917.03, reflecting a -4.58% gain to date.

Relaxing Retirement Coach DFNM ($47.28) Holding Chart

Relaxing Retirement Coach 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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