IFG 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 | $352K | Buy |
7,423
+108
| +1% | +$5.12K | 0.02% | 561 |
|
|
2025
Q1 | $348K | Buy |
7,315
+683
| +10% | +$32.5K | 0.02% | 521 |
|
|
2024
Q4 | $317K | Buy |
+6,632
| New | +$317K | 0.02% | 530 |
|
|
2024
Q3 | – | Sell |
-6,328
| Closed | -$302K | – | 436 |
|
|
2024
Q2 | $302K | Buy |
+6,328
| New | +$302K | 0.02% | 512 |
|
|
2024
Q1 | – | Sell |
-5,186
| Closed | -$252K | – | 415 |
|
|
2023
Q4 | $252K | Buy |
5,186
+811
| +19% | +$39.3K | 0.02% | 505 |
|
|
2023
Q3 | $203K | Buy |
+4,375
| New | +$203K | 0.02% | 516 |
|