CVA Family Office’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 | $512K | Hold |
10,785
| – | – | 0.07% | 165 |
|
|
2025
Q1 | $513K | Hold |
10,785
| – | – | 0.08% | 161 |
|
|
2024
Q4 | $515K | Buy |
10,785
+670
| +7% | +$32K | 0.08% | 157 |
|
|
2024
Q3 | $491K | Buy |
10,115
+2,320
| +30% | +$113K | 0.08% | 149 |
|
|
2024
Q2 | $372K | Buy |
7,795
+3,670
| +89% | +$175K | 0.07% | 167 |
|
|
2024
Q1 | $198K | Buy |
+4,125
| New | +$198K | 0.04% | 250 |
|