Envision Financial Planning’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 | $310K | Sell |
6,526
-111
| -2% | -$5.27K | 0.14% | 45 |
|
|
2025
Q1 | $316K | Sell |
6,637
-5
| -0.1% | -$238 | 0.16% | 35 |
|
|
2024
Q4 | $317K | Buy |
6,642
+688
| +12% | +$32.9K | 0.16% | 35 |
|
|
2024
Q3 | $289K | Buy |
5,954
+76
| +1% | +$3.69K | 0.15% | 30 |
|
|
2024
Q2 | $281K | Buy |
5,878
+9
| +0.2% | +$430 | 0.21% | 24 |
|
|
2024
Q1 | $282K | Buy |
5,869
+581
| +11% | +$27.9K | 0.23% | 24 |
|
|
2023
Q4 | $257K | Sell |
5,288
-4,663
| -47% | -$226K | 0.22% | 27 |
|
|
2023
Q3 | $462K | Buy |
+9,951
| New | +$462K | 0.46% | 22 |
|