CAPTRUST FINANCIAL ADVISORS
Position in DFNM — Dimensional National Municipal Bond ETF
CIK 1512024
RALEIGH, NC
All Filings in DFNM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 DFNM | $409,006 | 8,598 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 DFNM | $430,980 | 9,022 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 DFNM | $510,689 | 10,521 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 DFNM | $448,846 | 9,396 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 DFNM | $555,150 | 11,544 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 DFNM | $570,477 | 11,760 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 DFNM | $700,163 | 15,067 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 DFNM | $710,544 | 14,918 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||