Helen Stephens Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.29M | Sell |
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|
2025
Q2 | $3.3M | Buy |
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|
2025
Q1 | $2.19M | Buy |
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|
2024
Q4 | $1.93M | Buy |
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|
2024
Q3 | $1.9M | Sell |
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|
2024
Q2 | $2.19M | Buy |
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|
2024
Q1 | $2.04M | Sell |
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|
2023
Q4 | $2.37M | Buy |
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|
2023
Q3 | $1.7M | Sell |
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|
2023
Q2 | $1.77M | Sell |
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|
2023
Q1 | $2.41M | Buy |
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|
2022
Q4 | $2.25M | Buy |
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