Betterment LLC’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
22,393
+10,693
| +91% | +$507K | ﹤0.01% | 274 |
|
|
2025
Q1 | $557K | Buy |
11,700
+2,033
| +21% | +$96.8K | ﹤0.01% | 321 |
|
|
2024
Q4 | $462K | Buy |
9,667
+632
| +7% | +$30.2K | ﹤0.01% | 337 |
|
|
2024
Q3 | $439K | Sell |
9,035
-345
| -4% | -$16.8K | ﹤0.01% | 328 |
|
|
2024
Q2 | $448K | Buy |
9,380
+2,553
| +37% | +$122K | ﹤0.01% | 295 |
|
|
2024
Q1 | $328K | Buy |
6,827
+821
| +14% | +$39.4K | ﹤0.01% | 301 |
|
|
2023
Q4 | $291K | Buy |
6,006
+568
| +10% | +$27.5K | ﹤0.01% | 280 |
|
|
2023
Q3 | $253K | Buy |
+5,438
| New | +$253K | ﹤0.01% | 275 |
|