Baker Avenue Asset Management, LP
Position in DFNM — Dimensional National Municipal Bond ETF
CIK 1432529
SAN FRANCISCO, CA
All Filings in DFNM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 DFNM | $2,607,321 | 54,972 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 DFNM | $2,686,848 | 56,482 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 DFNM | $2,270,173 | 47,523 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 DFNM | $2,051,688 | 42,268 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 DFNM | $1,605,788 | 33,615 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 DFNM | $1,653,141 | 34,376 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 DFNM | $1,784,537 | 36,787 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 DFNM | $2,293,805 | 49,361 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 DFNM | $1,240,809 | 26,051 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 DFNM | $1,032,298 | 21,366 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||