Number of Shares
151,000.00
Current Holdings Value*
$7.28 Mil
% of Portfolio
26.7%
Total Estimate Gain
$-75,500.00
% of Total Estimate Gain
-1.04%

Symmetry Panoramic Municipal Fixed Income Fund's Dimensional National Municipal Bond ETF Holding Summary

As of 2025-02-28, Symmetry Panoramic Trust held 151,000.00 shares of Dimensional National Municipal Bond ETF(DFNM), totaling $7.28 Mil. This investment constitutes 26.7% of their stock portfolio, and Symmetry Panoramic Trust now holds 0.46% of the outstanding Dimensional National Municipal Bond ETF(DFNM) stock.

The initial trade took place in 2025Q1. And since then Symmetry Panoramic Municipal Fixed Income Fund has made 1 purchases of DFNM, at an average price of $47.97, for a total of 151,000.00 shares. Based on historical transaction data and DFNM's current price of $47.47, Symmetry Panoramic Municipal Fixed Income Fund's estimated gain on his DFNM holdings is $-75,500.00, reflecting a -1.04% gain to date.

Symmetry Panoramic Municipal Fixed Income Fund DFNM ($47.47) Holding Chart

Symmetry Panoramic Municipal Fixed Income Fund DFNM ($47.47) 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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