Copperleaf Capital’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 | $388K | Sell |
8,187
-275
| -3% | -$13K | 0.2% | 82 |
|
|
2025
Q1 | $403K | Sell |
8,462
-88
| -1% | -$4.19K | 0.24% | 78 |
|
|
2024
Q4 | $408K | Buy |
8,550
+1,022
| +14% | +$48.8K | 0.26% | 71 |
|
|
2024
Q3 | $365K | Sell |
7,528
-139
| -2% | -$6.75K | 0.28% | 72 |
|
|
2024
Q2 | $366K | Buy |
7,667
+387
| +5% | +$18.5K | 0.29% | 71 |
|
|
2024
Q1 | $350K | Sell |
7,280
-149
| -2% | -$7.17K | 0.3% | 71 |
|
|
2023
Q4 | $360K | Sell |
7,429
-227
| -3% | -$11K | 0.37% | 62 |
|
|
2023
Q3 | $356K | Buy |
7,656
+1,300
| +20% | +$60.4K | 0.38% | 59 |
|
|
2023
Q2 | $303K | Hold |
6,356
| – | – | 0.28% | 65 |
|
|
2023
Q1 | $307K | Buy |
+6,356
| New | +$307K | 0.31% | 59 |
|