Dynamic Advisor Solutions’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Sell |
10,033
-1,920
| -16% | -$91.1K | 0.01% | 619 |
|
|
2025
Q1 | $569K | Buy |
11,953
+11
| +0.1% | +$523 | 0.02% | 550 |
|
|
2024
Q4 | $570K | Buy |
11,942
+301
| +3% | +$14.4K | 0.02% | 404 |
|
|
2024
Q3 | $565K | Sell |
11,641
-8
| -0.1% | -$388 | 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% | +$673 | 0.02% | 579 |
|
|
2023
Q4 | $563K | Buy |
11,616
+1,250
| +12% | +$60.6K | 0.02% | 549 |
|
|
2023
Q3 | $482K | Buy |
10,366
+8
| +0.1% | +$372 | 0.02% | 531 |
|
|
2023
Q2 | $493K | Buy |
10,358
+1,053
| +11% | +$50.2K | 0.03% | 500 |
|
|
2023
Q1 | $450K | Buy |
9,305
+12
| +0.1% | +$580 | 0.03% | 493 |
|
|
2022
Q4 | $444K | Buy |
9,293
+1,646
| +22% | +$78.7K | 0.03% | 473 |
|
|
2022
Q3 | $357K | Buy |
7,647
+1,046
| +16% | +$48.8K | 0.03% | 479 |
|
|
2022
Q2 | $317K | Buy |
+6,601
| New | +$317K | 0.02% | 509 |
|