AFA
Alpha Financial Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,400
| Closed | -$257K | – | 61 |
|
|
2025
Q1 | $257K | Hold |
5,400
| – | – | 0.11% | 42 |
|
|
2024
Q4 | $258K | Buy |
5,400
+1,200
| +29% | +$57.3K | 0.12% | 44 |
|
|
2024
Q3 | $204K | Hold |
4,200
| – | – | 0.09% | 47 |
|
|
2024
Q2 | $201K | Hold |
4,200
| – | – | 0.1% | 42 |
|
|
2024
Q1 | $202K | Hold |
4,200
| – | – | 0.1% | 44 |
|
|
2023
Q4 | $204K | Buy |
+4,200
| New | +$204K | 0.1% | 40 |
|
|
2023
Q3 | – | Sell |
-4,200
| Closed | -$200K | – | 42 |
|
|
2023
Q2 | $200K | Hold |
4,200
| – | – | 0.13% | 41 |
|
|
2023
Q1 | $203K | Hold |
4,200
| – | – | 0.14% | 44 |
|
|
2022
Q4 | $201K | Buy |
+4,200
| New | +$201K | 0.17% | 42 |
|