OSAIC HOLDINGS, INC.
Position in DFNM — Dimensional National Municipal Bond ETF
CIK 1677044
SCOTTSDALE, AZ
All Filings in DFNM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFNM | $2,961,210 | 61,782 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 DFNM | $7,227,763 | 150,047 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 DFNM | $6,650,075 | 138,601 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 DFNM | $6,331,857 | 133,499 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 DFNM | $6,239,994 | 131,175 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 DFNM | $3,340,172 | 69,922 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 DFNM | $2,798,378 | 57,651 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 DFNM | $2,421,795 | 50,697 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 DFNM | $506,482 | 10,532 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 DFNM | $902,429 | 18,603 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 DFNM | $615,865 | 13,253 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 DFNM | $512,117 | 10,752 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 DFNM | $3,166,709 | 65,543 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 DFNM | $2,430,755 | 50,842 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 DFNM | $718,455 | 15,401 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 DFNM | $367,254 | 7,640 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 DFNM | $89,651 | 1,850 | Shares | Defined | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||