BAM
Baldrige Asset Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.35M | Buy |
28,034
+8,630
| +44% | +$417K | 0.56% | 45 |
|
|
2022
Q4 | $928K | Buy |
19,404
+955
| +5% | +$45.7K | 0.41% | 50 |
|
|
2022
Q3 | $861K | Buy |
18,449
+7,241
| +65% | +$338K | 0.41% | 51 |
|
|
2022
Q2 | $539K | Buy |
11,208
+8,992
| +406% | +$432K | 0.25% | 68 |
|
|
2022
Q1 | $107K | Buy |
+2,216
| New | +$107K | 0.04% | 135 |
|