DI
Disciplined Investments’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 | $727K | Hold |
15,333
| – | – | 0.31% | 65 |
|
|
2025
Q1 | $729K | Hold |
15,333
| – | – | 0.34% | 64 |
|
|
2024
Q4 | $732K | Hold |
15,333
| – | – | 0.36% | 67 |
|
|
2024
Q3 | $744K | Sell |
15,333
-1,434
| -9% | -$69.6K | 0.37% | 65 |
|
|
2024
Q2 | $801K | Hold |
16,767
| – | – | 0.43% | 61 |
|
|
2024
Q1 | $806K | Hold |
16,767
| – | – | 0.44% | 60 |
|
|
2023
Q4 | $813K | Hold |
16,767
| – | – | 0.48% | 60 |
|
|
2023
Q3 | $779K | Sell |
16,767
-3,762
| -18% | -$175K | 0.47% | 59 |
|
|
2023
Q2 | $978K | Buy |
20,529
+4,310
| +27% | +$205K | 0.52% | 52 |
|
|
2023
Q1 | $784K | Buy |
16,219
+2,531
| +18% | +$122K | 0.33% | 74 |
|
|
2022
Q4 | $654K | Buy |
13,688
+11,220
| +455% | +$536K | 0.32% | 68 |
|
|
2022
Q3 | $115K | Buy |
2,468
+1,860
| +306% | +$86.7K | 0.05% | 149 |
|
|
2022
Q2 | $29K | Hold |
608
| – | – | 0.01% | 273 |
|
|
2022
Q1 | $29K | Buy |
+608
| New | +$29K | 0.01% | 287 |
|