CFO
DFNM icon

CVA Family Office’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

CVA Family Office’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 		$517K Hold
10,785
– – 0.05% 181
2025
Q4 		$520K Hold
10,785
– – 0.06% 165
2025
Q3 		$517K Hold
10,785
– – 0.07% 165
2025
Q2 		$512K Hold
10,785
– – 0.07% 165
2025
Q1 		$513K Hold
10,785
– – 0.08% 161
2024
Q4 		$515K Buy
10,785
+670
+7% +$32.2K 0.08% 157
2024
Q3 		$491K Buy
10,115
+2,320
+30% +$112K 0.08% 149
2024
Q2 		$372K Buy
7,795
+3,670
+89% +$175K 0.07% 167
2024
Q1 		$198K Buy
+4,125
New +$199K 0.04% 250

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SP
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FPAS
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RK
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GM
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SFA
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BHWM
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