GeoWealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

GeoWealth Management’s Portfolio DFNM Stock Details DFNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$40.9M	Sell
2025 Q1	$41.8M	Sell
2024 Q4	$48.1M	Buy
2024 Q3	$46.5M	Buy
2024 Q2	$42.3M	Sell
2024 Q1	$44.8M	Buy