DAS
DFNM icon

Dynamic Advisor Solutions’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Dynamic Advisor Solutions’s Portfolio DFNM Stock Details DFNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,333
Closed -$448K – 953
2025
Q3 		$448K Sell
9,333
-700
-7% -$33.3K 0.01% 665
2025
Q2 		$476K Sell
10,033
-1,920
-16% -$90.7K 0.01% 619
2025
Q1 		$569K Buy
11,953
+11
+0.1% +$527 0.02% 550
2024
Q4 		$570K Buy
11,942
+301
+3% +$14.5K 0.02% 404
2024
Q3 		$565K Sell
11,641
-8
-0.1% -$386 0.02% 590
2024
Q2 		$556K Buy
11,649
+19
+0.2% +$908 0.02% 601
2024
Q1 		$559K Buy
11,630
+14
+0.1% +$676 0.02% 579
2023
Q4 		$563K Buy
11,616
+1,250
+12% +$59K 0.02% 549
2023
Q3 		$482K Buy
10,366
+8
+0.1% +$378 0.02% 531
2023
Q2 		$493K Buy
10,358
+1,053
+11% +$50.4K 0.03% 500
2023
Q1 		$450K Buy
9,305
+12
+0.1% +$577 0.03% 493
2022
Q4 		$444K Buy
9,293
+1,646
+22% +$77.8K 0.03% 473
2022
Q3 		$357K Buy
7,647
+1,046
+16% +$50.3K 0.03% 479
2022
Q2 		$317K Buy
+6,601
New +$317K 0.02% 509

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SP
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GM
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SFA
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BHWM
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RK
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MW
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