Elevate Wealth Advisory’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 | $1.71M | Buy |
35,968
+1,478
| +4% | +$70.1K | 1.21% | 21 |
|
|
2025
Q1 | $1.64M | Sell |
34,490
-6,795
| -16% | -$323K | 1.16% | 21 |
|
|
2024
Q4 | $1.97M | Buy |
41,285
+775
| +2% | +$37K | 1.48% | 18 |
|
|
2024
Q3 | $1.97M | Buy |
40,510
+165
| +0.4% | +$8.01K | 1.46% | 17 |
|
|
2024
Q2 | $1.93M | Buy |
40,345
+628
| +2% | +$30K | 1.56% | 17 |
|
|
2024
Q1 | $1.91M | Buy |
39,717
+7,931
| +25% | +$381K | 1.66% | 17 |
|
|
2023
Q4 | $1.54M | Buy |
+31,786
| New | +$1.54M | 1.41% | 21 |
|