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BWM Planning’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

BWM Planning’s Portfolio DFNM Stock Details DFNM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$240K Sell
5,061
-1,792
-26% -$85K 0.08% 76
2025
Q1 		$326K Sell
6,853
-537
-7% -$25.5K 0.14% 63
2024
Q4 		$353K Buy
7,390
+717
+11% +$34.2K 0.15% 62
2024
Q3 		$324K Buy
+6,673
New +$324K 0.14% 64