Global Retirement Partners’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 | $54.4K | Buy |
+1,147
| New | +$54.4K | ﹤0.01% | 1724 |
|
|
2024
Q4 | $45.9K | Hold |
961
| – | – | ﹤0.01% | 1653 |
|
|
2024
Q3 | $46.6K | Hold |
961
| – | – | ﹤0.01% | 1593 |
|
|
2024
Q2 | $45.9K | Hold |
961
| – | – | ﹤0.01% | 1586 |
|
|
2024
Q1 | $46.2K | Hold |
961
| – | – | ﹤0.01% | 1449 |
|
|
2023
Q4 | $46.5K | Sell |
961
-23
| -2% | -$1.11K | ﹤0.01% | 1406 |
|
|
2023
Q3 | $45.6K | Buy |
984
+199
| +25% | +$9.22K | ﹤0.01% | 1323 |
|
|
2023
Q2 | $37.4K | Sell |
785
-92
| -10% | -$4.38K | ﹤0.01% | 1413 |
|
|
2023
Q1 | $42.1K | Buy |
877
+5
| +0.6% | +$240 | ﹤0.01% | 1315 |
|
|
2022
Q4 | $41.7K | Hold |
872
| – | – | ﹤0.01% | 1168 |
|
|
2022
Q3 | $41K | Sell |
872
-34
| -4% | -$1.6K | ﹤0.01% | 1098 |
|
|
2022
Q2 | $44K | Hold |
906
| – | – | ﹤0.01% | 1039 |
|
|
2022
Q1 | $43K | Buy |
+906
| New | +$43K | ﹤0.01% | 1045 |
|