Belpointe Asset Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6
| Closed | -$299 | – | 881 |
|
|
2024
Q3 | $299 | Hold |
6
| – | – | ﹤0.01% | 913 |
|
|
2024
Q2 | $292 | Buy |
+6
| New | +$292 | ﹤0.01% | 837 |
|
|
2024
Q1 | – | Sell |
-17,523
| Closed | -$850K | – | 795 |
|
|
2023
Q4 | $850K | Buy |
17,523
+11,863
| +210% | +$575K | 0.07% | 244 |
|
|
2023
Q3 | $263K | Hold |
5,660
| – | – | 0.03% | 521 |
|
|
2023
Q2 | $270K | Buy |
5,660
+5,124
| +956% | +$244K | 0.03% | 493 |
|
|
2023
Q1 | $25.9K | Hold |
536
| – | – | ﹤0.01% | 2156 |
|
|
2022
Q4 | $25.6K | Buy |
+536
| New | +$25.6K | ﹤0.01% | 2006 |
|