Creative Capital Management Investments’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 | $210K | Sell |
4,421
-525
| -11% | -$24.9K | 0.08% | 48 |
|
|
2025
Q1 | $235K | Hold |
4,946
| – | – | 0.09% | 44 |
|
|
2024
Q4 | $236K | Sell |
4,946
-950
| -16% | -$45.4K | 0.1% | 43 |
|
|
2024
Q3 | $286K | Buy |
5,896
+3,266
| +124% | +$159K | 0.12% | 39 |
|
|
2024
Q2 | $126K | Hold |
2,630
| – | – | 0.06% | 55 |
|
|
2024
Q1 | $126K | Buy |
2,630
+788
| +43% | +$37.9K | 0.07% | 54 |
|
|
2023
Q4 | $89.4K | Hold |
1,842
| – | – | 0.05% | 63 |
|
|
2023
Q3 | $85.6K | Hold |
1,842
| – | – | 0.06% | 63 |
|
|
2023
Q2 | $87.7K | Buy |
1,842
+377
| +26% | +$18K | 0.06% | 63 |
|
|
2023
Q1 | $70.8K | Hold |
1,465
| – | – | 0.05% | 84 |
|
|
2022
Q4 | $70K | Buy |
+1,465
| New | +$70K | 0.06% | 68 |
|