Avestar Capital’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
Q1 | – | Sell |
-14,154
| Closed | -$687K | – | 416 |
|
|
2023
Q4 | $687K | Buy |
14,154
+2,772
| +24% | +$134K | 0.08% | 141 |
|
|
2023
Q3 | $529K | Buy |
11,382
+1,506
| +15% | +$70K | 0.08% | 146 |
|
|
2023
Q2 | $470K | Sell |
9,876
-421
| -4% | -$20.1K | 0.08% | 142 |
|
|
2023
Q1 | $498K | Buy |
10,297
+389
| +4% | +$18.8K | 0.09% | 132 |
|
|
2022
Q4 | $474K | Sell |
9,908
-129
| -1% | -$6.17K | 0.09% | 131 |
|
|
2022
Q3 | $468K | Sell |
10,037
-707
| -7% | -$33K | 0.12% | 121 |
|
|
2022
Q2 | $516K | Buy |
+10,744
| New | +$516K | 0.13% | 101 |
|