Heritage Wealth Management (California)’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Heritage Wealth Management (California)’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
2025 Q2	$1.32M	Buy
2025 Q1	$1.33M	Buy
2024 Q4	$1.23M	Buy
2024 Q3	$1.06M	Buy
2024 Q2	$971K	Buy
2024 Q1	$957K	Buy
2023 Q4	$771K	Buy