David Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.19M Sell
172,600
-479
-0.3% -$22.7K 6.09% 5
2025
Q1
$8.23M Buy
173,079
+6,590
+4% +$313K 6.89% 5
2024
Q4
$7.95M Buy
+166,489
New +$7.95M 6.57% 5