Cary Street Partners Investment Advisory’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	$99.7K	Sell	2,101 -3,800	-64%	-$180K	0.05%	324
2025 Q1	$281K	Buy	+5,901	New	+$281K	0.16%	155
2024 Q4	–	Sell	-28,344	Closed	-$1.38M	–	553
2024 Q3	$1.38M	Buy	28,344 +22,095	+354%	+$1.07M	0.05%	321
2024 Q2	$299K	Buy	+6,249	New	+$299K	0.01%	594