WEBSTERROGERS FINANCIAL ADVISORS, LLC DFNM Holdings History
WEBSTERROGERS FINANCIAL ADVISORS, LLC's Dimensional National Municipal Bond ETF Holding Summary
As of 2025-06-30, WEBSTERROGERS FINANCIAL ADVISORS, LLC held 27,357.00 shares of Dimensional National Municipal Bond ETF(DFNM), totaling $1.30 Mil. This investment constitutes 0.41% of their stock portfolio, and WEBSTERROGERS FINANCIAL ADVISORS, LLC now holds 0.08% of the outstanding Dimensional National Municipal Bond ETF(DFNM) stock.
The initial trade took place in 2022Q1. And since then WEBSTERROGERS FINANCIAL ADVISORS, LLC has made 6 purchases of DFNM, at an average price of $49.02, for a total of 135,906.00 shares. In addition, there have been 8 sales at an average price of $47.86 for 108,549.00 shares. Based on historical transaction data and DFNM's current price of $47.28, WEBSTERROGERS FINANCIAL ADVISORS, LLC's estimated gain on his DFNM holdings is $-173,884.26, reflecting a -2.61% gain to date.
WEBSTERROGERS FINANCIAL ADVISORS, LLC DFNM ($47.28) Holding Chart
WEBSTERROGERS FINANCIAL ADVISORS, LLC 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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