Farther Finance 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 | $97.8K | Sell |
2,062
-10
| -0.5% | -$474 | ﹤0.01% | 1769 |
|
|
2025
Q1 | $98.8K | Buy |
2,072
+455
| +28% | +$21.7K | ﹤0.01% | 1550 |
|
|
2024
Q4 | $77.2K | Sell |
1,617
-3,334
| -67% | -$159K | ﹤0.01% | 1430 |
|
|
2024
Q3 | $240K | Buy |
+4,951
| New | +$240K | 0.01% | 922 |
|
|
2024
Q2 | – | Sell |
-6,185
| Closed | -$297K | – | 3852 |
|
|
2024
Q1 | $297K | Buy |
6,185
+29
| +0.5% | +$1.39K | 0.02% | 556 |
|
|
2023
Q4 | $299K | Buy |
+6,156
| New | +$299K | 0.02% | 442 |
|
|
2023
Q2 | – | Sell |
-555
| Closed | -$26.8K | – | 2514 |
|
|
2023
Q1 | $26.8K | Buy |
+555
| New | +$26.8K | 0.01% | 811 |
|