Strathmore Capital Advisors, Inc. DFNM Holdings History
Number of Shares
259,734.00
Current Holdings Value*
$12.33 Mil
% of Portfolio
5.45%
Total Estimate Gain
$-276,114.24
% of Total Estimate Gain
-1.56%
Strathmore Capital Advisors, Inc.'s Dimensional National Municipal Bond ETF Holding Summary
As of 2025-06-30, Strathmore Capital Advisors, Inc. held 259,734.00 shares of Dimensional National Municipal Bond ETF(DFNM), totaling $12.33 Mil. This investment constitutes 5.45% of their stock portfolio, and Strathmore Capital Advisors, Inc. now holds 0.79% of the outstanding Dimensional National Municipal Bond ETF(DFNM) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $47.26 for 107,886.00 shares. Based on historical transaction data and DFNM's current price of $47.40, Strathmore Capital Advisors, Inc.'s estimated gain on his DFNM holdings is $-276,114.24, reflecting a -1.56% gain to date.
Strathmore Capital Advisors, Inc. DFNM ($47.40) Holding Chart
Strathmore Capital Advisors, Inc. DFNM ($47.40) 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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