GM
GeoWealth Management’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 | $40.9M | Sell |
862,408
-16,592
| -2% | -$787K | 1.6% | 13 |
|
|
2025
Q1 | $41.8M | Sell |
879,000
-127,570
| -13% | -$6.07M | 1.68% | 12 |
|
|
2024
Q4 | $48.1M | Buy |
1,006,570
+48,339
| +5% | +$2.31M | 1.57% | 13 |
|
|
2024
Q3 | $46.5M | Buy |
958,231
+73,626
| +8% | +$3.57M | 1.64% | 11 |
|
|
2024
Q2 | $42.3M | Sell |
884,605
-47,259
| -5% | -$2.26M | 1.84% | 11 |
|
|
2024
Q1 | $44.8M | Buy |
+931,864
| New | +$44.8M | 1.73% | 11 |
|