AWM
Austin Wealth Management’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 | $17.9M | Sell |
378,263
-264,160
| -41% | -$12.5M | 3.18% | 8 |
|
|
2025
Q1 | $30.2M | Buy |
642,423
+40,999
| +7% | +$1.93M | 6.06% | 3 |
|
|
2024
Q4 | $28.7M | Buy |
601,424
+12,995
| +2% | +$621K | 5.96% | 3 |
|
|
2024
Q3 | $28.6M | Buy |
588,429
+24,192
| +4% | +$1.17M | 6.27% | 2 |
|
|
2024
Q2 | $27.1M | Buy |
564,237
+48,462
| +9% | +$2.33M | 6.35% | 2 |
|
|
2024
Q1 | $24.6M | Buy |
515,775
+25,071
| +5% | +$1.19M | 6.08% | 3 |
|
|
2023
Q4 | $23.7M | Buy |
490,704
+56,616
| +13% | +$2.74M | 6.36% | 3 |
|
|
2023
Q3 | $20.6M | Buy |
+434,088
| New | +$20.6M | 6.37% | 3 |
|