Forvis Mazars Wealth Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,387
| Closed | -$495K | – | 391 |
|
|
2023
Q2 | $495K | Sell |
10,387
-10,481
| -50% | -$499K | 0.01% | 294 |
|
|
2023
Q1 | $1.01M | Sell |
20,868
-526
| -2% | -$25.4K | 0.03% | 204 |
|
|
2022
Q4 | $1.02M | Buy |
21,394
+2,821
| +15% | +$135K | 0.04% | 199 |
|
|
2022
Q3 | $866K | Buy |
18,573
+6,773
| +57% | +$316K | 0.04% | 206 |
|
|
2022
Q2 | $567K | Buy |
+11,800
| New | +$567K | 0.02% | 233 |
|