Beta Wealth Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Beta Wealth Group’s Portfolio DFNM Stock Details DFNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$393K	Sell
2025 Q1	$427K	Sell
2024 Q4	$458K	Buy
2024 Q3	$442K	Buy
2024 Q2	$426K	Buy
2024 Q1	$409K	Buy
2023 Q4	$367K	Sell
2023 Q3	$362K	Sell
2023 Q2	$393K	Buy
2023 Q1	$396K	Buy