Clear Creek Financial Management’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 | – | Sell |
-5,056
| Closed | -$241K | – | 549 |
|
|
2025
Q1 | $241K | Hold |
5,056
| – | – | 0.02% | 448 |
|
|
2024
Q4 | $242K | Hold |
5,056
| – | – | 0.03% | 417 |
|
|
2024
Q3 | $245K | Hold |
5,056
| – | – | 0.03% | 390 |
|
|
2024
Q2 | $242K | Hold |
5,056
| – | – | 0.03% | 381 |
|
|
2024
Q1 | $243K | Hold |
5,056
| – | – | 0.03% | 364 |
|
|
2023
Q4 | $245K | Sell |
5,056
-5,649
| -53% | -$274K | 0.04% | 288 |
|
|
2023
Q3 | $497K | Buy |
+10,705
| New | +$497K | 0.09% | 168 |
|