Grunden Financial Advisory’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 | $521K | Buy |
10,993
+81
| +0.7% | +$3.84K | 0.23% | 19 |
|
|
2025
Q1 | $519K | Buy |
10,912
+62
| +0.6% | +$2.95K | 0.25% | 17 |
|
|
2024
Q4 | $518K | Buy |
10,850
+100
| +0.9% | +$4.78K | 0.25% | 17 |
|
|
2024
Q3 | $522K | Buy |
10,750
+72
| +0.7% | +$3.5K | 0.26% | 16 |
|
|
2024
Q2 | $510K | Buy |
10,678
+70
| +0.7% | +$3.34K | 0.27% | 15 |
|
|
2024
Q1 | $510K | Buy |
10,608
+34
| +0.3% | +$1.64K | 0.27% | 15 |
|
|
2023
Q4 | $513K | Buy |
+10,574
| New | +$513K | 0.29% | 15 |
|