Envision Financial Planning’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Envision Financial Planning’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 Q3	$276K	Sell
2025 Q2	$310K	Sell
2025 Q1	$316K	Sell
2024 Q4	$317K	Buy
2024 Q3	$289K	Buy
2024 Q2	$281K	Buy
2024 Q1	$282K	Buy
2023 Q4	$257K	Sell
2023 Q3	$462K	Buy