Chico Wealth RIA’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
2023 Q1	–	Sell	-59,105	Closed	-$2.83M	–	25
2022 Q4	$2.83M	Hold	59,105	–	–	3.16%	5
2022 Q3	$2.76M	Sell	59,105 -332,426	-85%	-$15.5M	3.2%	6
2022 Q2	$18.8M	Buy	391,531 +71,912	+22%	+$3.46M	15.3%	2
2022 Q1	$15.5M	Buy	+319,619	New	+$15.5M	12.41%	3