Geneos Wealth 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
2025 Q2	$97.8K	Sell	2,063 -1,807	-47%	-$85.7K	﹤0.01%	1264
2025 Q1	$184K	Buy	3,870 +3,558	+1,140%	+$169K	﹤0.01%	1271
2024 Q4	$14.9K	Sell	312 -843	-73%	-$40.3K	﹤0.01%	1867
2024 Q3	$56.1K	Buy	+1,155	New	+$56.1K	﹤0.01%	1163