CogentBlue Wealth Advisors’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	$1.08M	Sell	22,765 -8,927	-28%	-$423K	0.83%	24
2025 Q1	$1.51M	Buy	31,692 +4,692	+17%	+$223K	1.32%	20
2024 Q4	$1.29M	Buy	+27,000	New	+$1.29M	1.14%	22