Safeguard Investment Advisory Group, LLC
Position in DFNM — Dimensional National Municipal Bond ETF
CIK 1846711
Corona, CA
All Filings in DFNM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 DFNM | $863,639 | 17,929 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 DFNM | $820,458 | 17,100 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 DFNM | $958,180 | 20,202 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 DFNM | $905,066 | 19,026 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 DFNM | $1,120,923 | 23,465 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 DFNM | $1,111,954 | 22,908 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 DFNM | $1,072,866 | 22,459 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 DFNM | $1,085,583 | 22,574 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 DFNM | $937,213 | 19,320 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 DFNM | $821,914 | 17,687 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 DFNM | $940,263 | 19,741 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 DFNM | $637,661 | 13,198 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||