FPAS
Focus Partners Advisor Solutions’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 | $32.9M | Sell |
694,395
-73,359
| -10% | -$3.48M | 0.44% | 35 |
|
|
2025
Q1 | $36.5M | Buy |
767,754
+299,407
| +64% | +$14.2M | 0.56% | 31 |
|
|
2024
Q4 | $22.4M | Buy |
468,347
+214,093
| +84% | +$10.2M | 0.38% | 38 |
|
|
2024
Q3 | $12.3M | Buy |
+254,254
| New | +$12.3M | 0.26% | 51 |
|
|
2024
Q1 | – | Sell |
-79,589
| Closed | -$3.86M | – | 613 |
|
|
2023
Q4 | $3.86M | Buy |
79,589
+41,891
| +111% | +$2.03M | 0.19% | 58 |
|
|
2023
Q3 | $1.75M | Buy |
+37,698
| New | +$1.75M | 0.08% | 115 |
|