Waverly Advisors, LLC
Position in DFNM — Dimensional National Municipal Bond ETF
CIK 1568787
BIRMINGHAM, AL
All Filings in DFNM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 DFNM | $2,894,101 | 60,081 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 DFNM | $2,617,548 | 54,555 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 DFNM | $3,826,178 | 80,670 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 DFNM | $3,557,807 | 74,791 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 DFNM | $3,696,633 | 77,384 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 DFNM | $3,634,675 | 74,880 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 DFNM | $3,507,416 | 73,423 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 DFNM | $3,637,287 | 75,635 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 DFNM | $3,783,391 | 77,992 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 DFNM | $3,666,064 | 78,891 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 DFNM | $3,777,821 | 79,316 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||