BWG
Beta Wealth Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Sell |
8,290
-678
| -8% | -$32.2K | 0.14% | 83 |
|
|
2025
Q1 | $427K | Sell |
8,968
-621
| -6% | -$29.5K | 0.15% | 76 |
|
|
2024
Q4 | $458K | Buy |
9,589
+493
| +5% | +$23.6K | 0.2% | 80 |
|
|
2024
Q3 | $442K | Buy |
9,096
+183
| +2% | +$8.88K | 0.2% | 79 |
|
|
2024
Q2 | $426K | Buy |
8,913
+404
| +5% | +$19.3K | 0.2% | 79 |
|
|
2024
Q1 | $409K | Buy |
8,509
+945
| +12% | +$45.4K | 0.2% | 80 |
|
|
2023
Q4 | $367K | Sell |
7,564
-219
| -3% | -$10.6K | 0.19% | 80 |
|
|
2023
Q3 | $362K | Sell |
7,783
-462
| -6% | -$21.5K | 0.21% | 78 |
|
|
2023
Q2 | $393K | Buy |
8,245
+50
| +0.6% | +$2.38K | 0.23% | 73 |
|
|
2023
Q1 | $396K | Buy |
+8,195
| New | +$396K | 0.23% | 67 |
|