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 %

Top Ranked Articles

  • 1