Glass Jacobson Investment Advisors’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 | $419K | Buy |
8,840
+299
| +4% | +$14.2K | 0.16% | 130 |
|
|
2025
Q1 | $408K | Hold |
8,541
| – | – | 0.13% | 167 |
|
|
2024
Q4 | $408K | Buy |
8,541
+574
| +7% | +$27.4K | 0.13% | 167 |
|
|
2024
Q3 | $387K | Buy |
7,967
+572
| +8% | +$27.8K | 0.13% | 164 |
|
|
2024
Q2 | $353K | Buy |
7,395
+572
| +8% | +$27.3K | 0.13% | 171 |
|
|
2024
Q1 | $328K | Buy |
6,823
+2,617
| +62% | +$126K | 0.12% | 172 |
|
|
2023
Q4 | $204K | Buy |
4,206
+3,673
| +689% | +$178K | 0.08% | 202 |
|
|
2023
Q3 | $24.8K | Buy |
+533
| New | +$24.8K | 0.01% | 406 |
|