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

Dopkins Wealth Management’s Portfolio DFNM Stock Details DFNM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.65M Buy
119,085
+41,708
+54% +$1.98M 2.53% 11
2025
Q1 		$3.68M Buy
77,377
+19,818
+34% +$943K 1.87% 13
2024
Q4 		$2.75M Buy
57,559
+53,447
+1,300% +$2.55M 1.4% 16
2024
Q3 		$200K Buy
+4,112
New +$200K 0.16% 63