FOA
Five Oceans Advisors’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 | $456K | Hold |
9,620
| – | – | 0.19% | 72 |
|
|
2025
Q1 | $458K | Sell |
9,620
-6,102
| -39% | -$290K | 0.22% | 66 |
|
|
2024
Q4 | $751K | Hold |
15,722
| – | – | 0.34% | 46 |
|
|
2024
Q3 | $763K | Hold |
15,722
| – | – | 0.37% | 50 |
|
|
2024
Q2 | $751K | Hold |
15,722
| – | – | 0.39% | 45 |
|
|
2024
Q1 | $756K | Hold |
15,722
| – | – | 0.39% | 49 |
|
|
2023
Q4 | $763K | Buy |
15,722
+64
| +0.4% | +$3.11K | 0.43% | 50 |
|
|
2023
Q3 | $728K | Hold |
15,658
| – | – | 0.47% | 46 |
|
|
2023
Q2 | $746K | Sell |
15,658
-6,129
| -28% | -$292K | 0.48% | 45 |
|
|
2023
Q1 | $1.05M | Hold |
21,787
| – | – | 0.68% | 30 |
|
|
2022
Q4 | $1.04M | Sell |
21,787
-979
| -4% | -$46.8K | 0.72% | 24 |
|
|
2022
Q3 | $1.06M | Sell |
22,766
-667
| -3% | -$31.1K | 0.84% | 23 |
|
|
2022
Q2 | $1.13M | Buy |
+23,433
| New | +$1.13M | 0.84% | 26 |
|