Investmark Advisory Group LLC
Position in DFNM — Dimensional National Municipal Bond ETF
CIK 1926349
Shelton, CT
All Filings in DFNM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFNM | $1,066,634 | 22,254 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 DFNM | $1,071,975 | 22,254 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 DFNM | $1,059,590 | 22,084 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 DFNM | $1,047,444 | 22,084 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 DFNM | $1,050,535 | 22,084 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 DFNM | $1,054,952 | 22,084 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 DFNM | $1,054,677 | 21,728 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 DFNM | $1,037,946 | 21,728 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 DFNM | $1,034,848 | 21,519 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 DFNM | $1,025,695 | 21,144 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||