Forum Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-32,514
| Closed | -$1.56M | – | 735 |
|
|
2024
Q1 | $1.56M | Buy |
32,514
+15
| +0% | +$721 | 0.03% | 146 |
|
|
2023
Q4 | $1.58M | Sell |
32,499
-13,178
| -29% | -$639K | 0.03% | 115 |
|
|
2023
Q3 | $2.12M | Sell |
45,677
-3,067
| -6% | -$143K | 0.05% | 83 |
|
|
2023
Q2 | $2.32M | Sell |
48,744
-18,081
| -27% | -$861K | 0.05% | 76 |
|
|
2023
Q1 | $3.23M | Sell |
66,825
-3,778
| -5% | -$183K | 0.09% | 52 |
|
|
2022
Q4 | $3.38M | Buy |
+70,603
| New | +$3.38M | 0.11% | 46 |
|