Corient Private Wealth
DFNM icon

Corient Private Wealth’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Corient Private Wealth’s Portfolio DFNM Stock Details DFNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.93M Sell
81,797
-63,683
-44% -$3.09M 0.01% 940
2025
Q4 		$7.01M Buy
145,480
+87,663
+152% +$4.22M ﹤0.01% 908
2025
Q3 		$2.77M Sell
57,817
-27,536
-32% -$1.31M ﹤0.01% 931
2025
Q2 		$4.05M Sell
85,353
-24,909
-23% -$1.18M 0.01% 770
2025
Q1 		$5.25M Sell
110,262
-1,698
-2% -$81.3K 0.01% 677
2024
Q4 		$5.35M Sell
111,960
-18,205
-14% -$876K 0.01% 676
2024
Q3 		$6.32M Buy
130,165
+555
+0.4% +$26.8K 0.01% 688
2024
Q2 		$6.19M Buy
129,610
+540
+0.4% +$25.8K 0.01% 649
2024
Q1 		$6.21M Buy
129,070
+3,308
+3% +$160K 0.01% 652
2023
Q4 		$6.1M Buy
125,762
+3,161
+3% +$149K 0.01% 644
2023
Q3 		$5.7M Buy
122,601
+5,583
+5% +$264K 0.01% 611
2023
Q2 		$5.57M Buy
117,018
+6,950
+6% +$332K 0.01% 599
2023
Q1 		$5.32M Buy
110,068
+25,175
+30% +$1.21M 0.01% 577
2022
Q4 		$4.06M Buy
+84,893
New +$4.01M 0.01% 544

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