Great Oak Capital 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	$1.88M	Buy	39,624 +30,110	+316%	+$1.43M	0.54%	15
2025 Q1	$453K	Hold	9,514	–	–	0.15%	26
2024 Q4	$453K	Buy	9,514 +88	+0.9%	+$4.19K	0.15%	26
2024 Q3	$456K	Buy	9,426 +58	+0.6%	+$2.81K	0.16%	26
2024 Q2	$452K	Buy	+9,368	New	+$452K	0.17%	28