WEBSTERROGERS FINANCIAL ADVISORS, LLC
Position in DFNM — Dimensional National Municipal Bond ETF
CIK 1841757
FLORENCE, SC
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 | $1,519,285 | 31,698 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 DFNM | $1,526,892 | 31,698 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 DFNM | $1,575,327 | 32,833 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 DFNM | $1,297,542 | 27,357 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 DFNM | $1,007,960 | 21,189 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 DFNM | $1,126,703 | 23,586 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 DFNM | $1,159,426 | 23,886 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 DFNM | $1,005,080 | 21,040 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 DFNM | $1,163,778 | 24,200 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 DFNM | $562,085 | 11,587 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 DFNM | $1,203,387 | 25,896 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 DFNM | $1,256,622 | 26,383 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 DFNM | $1,044,473 | 21,618 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 DFNM | $1,113,494 | 23,290 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 DFNM | $874,174 | 18,739 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 DFNM | $1,047,589 | 21,793 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 DFNM | $5,086,506 | 104,963 | Shares | Sole | 2022-04-14 | |
| No filing history on record for this holder in this stock. | ||||||