CA
Claris Advisors’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 | $488K | Buy |
10,288
+1,436
| +16% | +$68.1K | 0.17% | 45 |
|
|
2025
Q1 | $421K | Sell |
8,852
-1,552
| -15% | -$73.8K | 0.16% | 49 |
|
|
2024
Q4 | $497K | Buy |
10,404
+5,540
| +114% | +$265K | 0.19% | 40 |
|
|
2024
Q3 | $236K | Buy |
4,864
+269
| +6% | +$13.1K | 0.1% | 57 |
|
|
2024
Q2 | $219K | Buy |
+4,595
| New | +$219K | 0.11% | 52 |
|