Creative Capital Management Investments’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $275K | Buy |
|
|||||
|
2025
Q2 | $210K | Sell |
|
|||||
|
2025
Q1 | $235K | Hold |
|
|||||
|
2024
Q4 | $236K | Sell |
|
|||||
|
2024
Q3 | $286K | Buy |
|
|||||
|
2024
Q2 | $126K | Hold |
|
|||||
|
2024
Q1 | $126K | Buy |
|
|||||
|
2023
Q4 | $89.4K | Hold |
|
|||||
|
2023
Q3 | $85.6K | Hold |
|
|||||
|
2023
Q2 | $87.7K | Buy |
|
|||||
|
2023
Q1 | $70.8K | Hold |
|
|||||
|
2022
Q4 | $70K | Buy |
|