FWP
Firethorn Wealth Partners’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 | – | Sell |
-6,842
| Closed | -$325K | – | 178 |
|
|
2025
Q1 | $325K | Sell |
6,842
-34
| -0.5% | -$1.62K | 0.16% | 122 |
|
|
2024
Q4 | $328K | Sell |
6,876
-64
| -0.9% | -$3.06K | 0.16% | 112 |
|
|
2024
Q3 | $337K | Sell |
6,940
-1,467
| -17% | -$71.2K | 0.17% | 107 |
|
|
2024
Q2 | $402K | Sell |
8,407
-960
| -10% | -$45.9K | 0.23% | 86 |
|
|
2024
Q1 | $450K | Sell |
9,367
-3,155
| -25% | -$152K | 0.27% | 86 |
|
|
2023
Q4 | $607K | Sell |
12,522
-4,231
| -25% | -$205K | 0.4% | 52 |
|
|
2023
Q3 | $779K | Buy |
16,753
+56
| +0.3% | +$2.6K | 0.6% | 35 |
|
|
2023
Q2 | $795K | Buy |
16,697
+330
| +2% | +$15.7K | 0.59% | 34 |
|
|
2023
Q1 | $783K | Buy |
16,367
+809
| +5% | +$38.7K | 0.61% | 33 |
|
|
2022
Q4 | $744K | Buy |
15,558
+3,454
| +29% | +$165K | 0.63% | 35 |
|
|
2022
Q3 | $565K | Buy |
12,104
+356
| +3% | +$16.6K | 0.53% | 43 |
|
|
2022
Q2 | $574K | Buy |
11,748
+3,637
| +45% | +$178K | 0.47% | 49 |
|
|
2022
Q1 | $393K | Buy |
+8,111
| New | +$393K | 0.3% | 73 |
|