Number of Shares
60,263.00
Current Holdings Value*
$2.87 Mil
% of Portfolio
2.51%
Total Estimate Gain
$-43,509.04
% of Total Estimate Gain
-1.22%

Tassel Capital Management, Inc.'s Dimensional National Municipal Bond ETF Holding Summary

As of 2025-03-31, Tassel Capital Management, Inc. held 60,263.00 shares of Dimensional National Municipal Bond ETF(DFNM), totaling $2.87 Mil. This investment constitutes 2.51% of their stock portfolio, and Tassel Capital Management, Inc. now holds 0.19% 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 $47.88 for 13,621.00 shares. Based on historical transaction data and DFNM's current price of $47.44, Tassel Capital Management, Inc.'s estimated gain on his DFNM holdings is $-43,509.04, reflecting a -1.22% gain to date.

Tassel Capital Management, Inc. DFNM ($47.44) Holding Chart

Tassel Capital Management, Inc. DFNM ($47.44) 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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