Clearstead Advisors, LLC
Position in DFNM — Dimensional National Municipal Bond ETF
CIK 842775
CLEVELAND, OH
All Filings in DFNM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 DFNM | $4,155 | 87 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 DFNM | $4,183 | 87 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 DFNM | $4,220 | 87 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||