GOCP
DFNM icon

Great Oak Capital Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Great Oak Capital Partners’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
2026
Q2 		$1.82M Buy
37,722
+1,128
+3% +$54.4K 0.39% 17
2026
Q1 		$1.76M Buy
36,594
+330
+0.9% +$16K 0.41% 17
2025
Q4 		$1.75M Buy
36,264
+453
+1% +$21.8K 0.44% 16
2025
Q3 		$1.72M Sell
35,811
-3,813
-10% -$181K 0.45% 16
2025
Q2 		$1.88M Buy
39,624
+30,110
+316% +$1.42M 0.54% 15
2025
Q1 		$453K Hold
9,514
– – 0.15% 26
2024
Q4 		$453K Buy
9,514
+88
+0.9% +$4.24K 0.15% 26
2024
Q3 		$456K Buy
9,426
+58
+0.6% +$2.8K 0.16% 26
2024
Q2 		$452K Buy
+9,368
New +$448K 0.17% 28

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