Creative Planning’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 | $497K | Sell |
10,478
-508
| -5% | -$24.1K | ﹤0.01% | 2472 |
|
|
2025
Q1 | $523K | Buy |
10,986
+240
| +2% | +$11.4K | ﹤0.01% | 2238 |
|
|
2024
Q4 | $513K | Buy |
10,746
+5,100
| +90% | +$244K | ﹤0.01% | 2192 |
|
|
2024
Q3 | $274K | Buy |
5,646
+70
| +1% | +$3.4K | ﹤0.01% | 2590 |
|
|
2024
Q2 | $266K | Hold |
5,576
| – | – | ﹤0.01% | 2443 |
|
|
2024
Q1 | $268K | Buy |
5,576
+566
| +11% | +$27.2K | ﹤0.01% | 2333 |
|
|
2023
Q4 | $243K | Buy |
+5,010
| New | +$243K | ﹤0.01% | 2250 |
|
|
2023
Q1 | – | Sell |
-4,607
| Closed | -$220K | – | 2563 |
|
|
2022
Q4 | $220K | Buy |
+4,607
| New | +$220K | ﹤0.01% | 1950 |
|