Heritage Wealth Management (California)’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 | $1.32M | Buy |
27,888
+20
| +0.1% | +$949 | 0.88% | 29 |
|
|
2025
Q1 | $1.33M | Buy |
27,868
+2,035
| +8% | +$96.8K | 1% | 27 |
|
|
2024
Q4 | $1.23M | Buy |
25,833
+3,970
| +18% | +$190K | 0.89% | 26 |
|
|
2024
Q3 | $1.06M | Buy |
21,863
+1,534
| +8% | +$74.5K | 0.75% | 31 |
|
|
2024
Q2 | $971K | Buy |
20,329
+427
| +2% | +$20.4K | 0.71% | 29 |
|
|
2024
Q1 | $957K | Buy |
19,902
+4,006
| +25% | +$193K | 0.72% | 29 |
|
|
2023
Q4 | $771K | Buy |
+15,896
| New | +$771K | 0.62% | 31 |
|