AE Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.55K | Hold |
138
| – | – | ﹤0.01% | 1928 |
|
|
2025
Q1 | $6.57K | Hold |
138
| – | – | ﹤0.01% | 1907 |
|
|
2024
Q4 | $6.59K | Buy |
+138
| New | +$6.59K | ﹤0.01% | 1887 |
|
|
2024
Q1 | – | Sell |
-8,200
| Closed | -$395K | – | 1336 |
|
|
2023
Q4 | $395K | Sell |
8,200
-4,236
| -34% | -$204K | ﹤0.01% | 1572 |
|
|
2023
Q3 | $578K | Buy |
12,436
+5,165
| +71% | +$240K | ﹤0.01% | 1301 |
|
|
2023
Q2 | $346K | Buy |
+7,271
| New | +$346K | ﹤0.01% | 1549 |
|