CPA Asset Management Group, LLC
Position in DFNM — Dimensional National Municipal Bond ETF
CIK 1963967
WEST PALM BEACH, FL
All Filings in DFNM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 DFNM | $1,309,900 | 26,986 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 DFNM | $1,300,968 | 27,234 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 DFNM | $1,291,601 | 26,858 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 DFNM | $489,126 | 10,083 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 DFNM | $420,692 | 9,053 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 DFNM | $441,196 | 9,263 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 DFNM | $447,541 | 9,263 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 DFNM | $442,864 | 9,263 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||