EAM
Evanson Asset Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Sell |
81,687
-3,125
| -4% | -$148K | 0.24% | 48 |
|
|
2025
Q1 | $4.03M | Sell |
84,812
-11,022
| -12% | -$524K | 0.29% | 42 |
|
|
2024
Q4 | $4.58M | Buy |
95,834
+74
| +0.1% | +$3.54K | 0.31% | 40 |
|
|
2024
Q3 | $4.65M | Sell |
95,760
-3,633
| -4% | -$176K | 0.33% | 41 |
|
|
2024
Q2 | $4.75M | Sell |
99,393
-3,677
| -4% | -$176K | 0.35% | 38 |
|
|
2024
Q1 | $4.96M | Buy |
103,070
+30,785
| +43% | +$1.48M | 0.37% | 37 |
|
|
2023
Q4 | $3.51M | Buy |
72,285
+29,510
| +69% | +$1.43M | 0.28% | 44 |
|
|
2023
Q3 | $1.99M | Buy |
42,775
+20,074
| +88% | +$933K | 0.18% | 61 |
|
|
2023
Q2 | $1.08M | Buy |
+22,701
| New | +$1.08M | 0.1% | 95 |
|