CWM
Core Wealth Management’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 | $5.22M | Sell |
110,149
-7,610
| -6% | -$361K | 1.84% | 6 |
|
|
2025
Q1 | $5.6M | Buy |
117,759
+27,811
| +31% | +$1.32M | 2.15% | 6 |
|
|
2024
Q4 | $4.3M | Buy |
89,948
+4,049
| +5% | +$193K | 1.68% | 7 |
|
|
2024
Q3 | $4.1M | Hold |
85,899
| – | – | 1.66% | 6 |
|
|
2024
Q2 | $4.1M | Sell |
85,899
-6,894
| -7% | -$329K | 1.66% | 6 |
|
|
2024
Q1 | $4.46M | Buy |
92,793
+16,657
| +22% | +$801K | 1.94% | 6 |
|
|
2023
Q4 | $3.69M | Sell |
76,136
-14,261
| -16% | -$692K | 1.76% | 7 |
|
|
2023
Q3 | $4.2M | Buy |
90,397
+22,427
| +33% | +$1.04M | 2.17% | 6 |
|
|
2023
Q2 | $3.24M | Buy |
67,970
+660
| +1% | +$31.4K | 1.64% | 6 |
|
|
2023
Q1 | $3.25M | Sell |
67,310
-9,118
| -12% | -$441K | 1.76% | 6 |
|
|
2022
Q4 | $3.65M | Buy |
+76,428
| New | +$3.65M | 2.06% | 6 |
|