Disciplined Investments’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Hold |
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|
2025
Q1 | $729K | Hold |
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|
2024
Q4 | $732K | Hold |
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|
2024
Q3 | $744K | Sell |
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|
2024
Q2 | $801K | Hold |
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|
2024
Q1 | $806K | Hold |
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|
2023
Q4 | $813K | Hold |
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|
2023
Q3 | $779K | Sell |
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|
2023
Q2 | $978K | Buy |
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|
2023
Q1 | $784K | Buy |
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|
2022
Q4 | $654K | Buy |
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|
2022
Q3 | $115K | Buy |
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|
2022
Q2 | $29K | Hold |
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|
2022
Q1 | $29K | Buy |
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