Helen Stephens Group’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 | $3.3M | Buy |
69,632
+23,598
| +51% | +$1.12M | 0.82% | 21 |
|
|
2025
Q1 | $2.19M | Buy |
46,034
+5,538
| +14% | +$263K | 0.62% | 25 |
|
|
2024
Q4 | $1.93M | Buy |
40,496
+1,334
| +3% | +$63.7K | 0.57% | 26 |
|
|
2024
Q3 | $1.9M | Sell |
39,162
-6,584
| -14% | -$320K | 0.58% | 26 |
|
|
2024
Q2 | $2.19M | Buy |
45,746
+3,337
| +8% | +$159K | 0.76% | 22 |
|
|
2024
Q1 | $2.04M | Sell |
42,409
-6,476
| -13% | -$311K | 0.79% | 23 |
|
|
2023
Q4 | $2.37M | Buy |
48,885
+12,265
| +33% | +$595K | 1.06% | 21 |
|
|
2023
Q3 | $1.7M | Sell |
36,620
-443
| -1% | -$20.6K | 0.88% | 24 |
|
|
2023
Q2 | $1.77M | Sell |
37,063
-12,867
| -26% | -$613K | 0.89% | 23 |
|
|
2023
Q1 | $2.41M | Buy |
49,930
+2,932
| +6% | +$142K | 1.25% | 22 |
|
|
2022
Q4 | $2.25M | Buy |
+46,998
| New | +$2.25M | 1.34% | 20 |
|