Eldridge Investment Advisors’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 | $475K | Sell |
10,007
-2,095
| -17% | -$99.4K | 0.1% | 111 |
|
|
2025
Q1 | $576K | Sell |
12,102
-2,054
| -15% | -$97.7K | 0.13% | 105 |
|
|
2024
Q4 | $676K | Sell |
14,156
-1,945
| -12% | -$92.9K | 0.16% | 94 |
|
|
2024
Q3 | $782K | Sell |
16,101
-5,979
| -27% | -$290K | 0.18% | 87 |
|
|
2024
Q2 | $1.06M | Sell |
22,080
-4,041
| -15% | -$193K | 0.27% | 75 |
|
|
2024
Q1 | $1.26M | Sell |
26,121
-694
| -3% | -$33.4K | 0.32% | 66 |
|
|
2023
Q4 | $1.3M | Sell |
26,815
-8,047
| -23% | -$390K | 0.34% | 66 |
|
|
2023
Q3 | $1.62M | Sell |
34,862
-5,893
| -14% | -$274K | 0.54% | 39 |
|
|
2023
Q2 | $1.94M | Sell |
40,755
-3,080
| -7% | -$147K | 0.63% | 37 |
|
|
2023
Q1 | $2.12M | Sell |
43,835
-789
| -2% | -$38.1K | 0.73% | 32 |
|
|
2022
Q4 | $2.13M | Buy |
44,624
+7,532
| +20% | +$360K | 0.75% | 33 |
|
|
2022
Q3 | $1.73M | Buy |
37,092
+28,332
| +323% | +$1.32M | 0.67% | 33 |
|
|
2022
Q2 | $421K | Buy |
+8,760
| New | +$421K | 0.16% | 80 |
|