BHWM
Beaird Harris 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
Q1 | $38.2M | Sell |
803,070
-16,052
| -2% | -$764K | 3.25% | 12 |
|
|
2024
Q4 | $39.1M | Sell |
819,122
-34,032
| -4% | -$1.63M | 3.38% | 11 |
|
|
2024
Q3 | $41.4M | Buy |
853,154
+5,553
| +0.7% | +$270K | 3.62% | 10 |
|
|
2024
Q2 | $40.5M | Buy |
847,601
+6,410
| +0.8% | +$306K | 3.81% | 7 |
|
|
2024
Q1 | $40.5M | Sell |
841,191
-13,214
| -2% | -$635K | 3.94% | 10 |
|
|
2023
Q4 | $41.4M | Sell |
854,405
-265,873
| -24% | -$12.9M | 4.35% | 7 |
|
|
2023
Q3 | $52.1M | Sell |
1,120,278
-125,184
| -10% | -$5.82M | 6.23% | 3 |
|
|
2023
Q2 | $59.3M | Buy |
+1,245,462
| New | +$59.3M | 7.1% | 3 |
|