Baker Avenue Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Sell |
54,972
-1,510
| -3% | -$71.6K | 0.07% | 177 |
|
|
2025
Q1 | $2.69M | Buy |
56,482
+8,959
| +19% | +$426K | 0.08% | 174 |
|
|
2024
Q4 | $2.27M | Buy |
47,523
+5,255
| +12% | +$251K | 0.07% | 182 |
|
|
2024
Q3 | $2.05M | Buy |
42,268
+8,653
| +26% | +$420K | 0.07% | 181 |
|
|
2024
Q2 | $1.61M | Sell |
33,615
-761
| -2% | -$36.4K | 0.05% | 187 |
|
|
2024
Q1 | $1.65M | Sell |
34,376
-2,411
| -7% | -$116K | 0.06% | 183 |
|
|
2023
Q4 | $1.78M | Sell |
36,787
-12,574
| -25% | -$610K | 0.08% | 168 |
|
|
2023
Q3 | $2.29M | Buy |
49,361
+23,310
| +89% | +$1.08M | 0.11% | 134 |
|
|
2023
Q2 | $1.24M | Buy |
26,051
+4,685
| +22% | +$223K | 0.06% | 169 |
|
|
2023
Q1 | $1.03M | Buy |
+21,366
| New | +$1.03M | 0.06% | 175 |
|