Annapolis Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $316K | Hold |
6,520
| – | – | 0.09% | 79 |
|
|
2024
Q2 | $311K | Buy |
6,520
+2,653
| +69% | +$127K | 0.1% | 77 |
|
|
2024
Q1 | $186K | Sell |
3,867
-22,083
| -85% | -$1.06M | 0.06% | 90 |
|
|
2023
Q4 | $1.26M | Buy |
25,950
+11,942
| +85% | +$579K | 0.32% | 64 |
|
|
2023
Q3 | $651K | Sell |
14,008
-618
| -4% | -$28.7K | 0.19% | 73 |
|
|
2023
Q2 | $697K | Buy |
14,626
+1,669
| +13% | +$79.5K | 0.2% | 71 |
|
|
2023
Q1 | $626K | Buy |
12,957
+5,084
| +65% | +$246K | 0.19% | 73 |
|
|
2022
Q4 | $376K | Buy |
7,873
+7,559
| +2,407% | +$361K | 0.12% | 89 |
|
|
2022
Q3 | $15K | Buy |
+314
| New | +$15K | 0.01% | 287 |
|