APC
Asset Planning Corporation’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 | $10.3M | Sell |
217,686
-55,127
| -20% | -$2.61M | 5.49% | 7 |
|
|
2025
Q1 | $13M | Buy |
272,813
+17,856
| +7% | +$849K | 7.65% | 4 |
|
|
2024
Q4 | $12.2M | Buy |
254,957
+11,956
| +5% | +$571K | 7.63% | 3 |
|
|
2024
Q3 | $11.8M | Sell |
243,001
-448
| -0.2% | -$21.7K | 7.7% | 3 |
|
|
2024
Q2 | $11.6M | Sell |
243,449
-7,212
| -3% | -$345K | 8.7% | 3 |
|
|
2024
Q1 | $12.1M | Buy |
250,661
+3,534
| +1% | +$170K | 8.8% | 2 |
|
|
2023
Q4 | $12M | Sell |
247,127
-24,865
| -9% | -$1.21M | 9.26% | 2 |
|
|
2023
Q3 | $12.6M | Sell |
271,992
-1,980
| -0.7% | -$92K | 9.72% | 2 |
|
|
2023
Q2 | $13M | Sell |
273,972
-37,685
| -12% | -$1.79M | 9.92% | 2 |
|
|
2023
Q1 | $15.1M | Buy |
311,657
+3,374
| +1% | +$163K | 12.1% | 1 |
|
|
2022
Q4 | $14.7M | Buy |
+308,283
| New | +$14.7M | 12.27% | 1 |
|