IFP Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Buy |
10,631
+9,822
| +1,214% | +$466K | 0.01% | 832 |
|
|
2025
Q1 | $38.5K | Buy |
809
+8
| +1% | +$380 | ﹤0.01% | 2017 |
|
|
2024
Q4 | $38.3K | Buy |
801
+109
| +16% | +$5.21K | ﹤0.01% | 1950 |
|
|
2024
Q3 | $33.6K | Buy |
692
+2
| +0.3% | +$97 | ﹤0.01% | 1902 |
|
|
2024
Q2 | $33K | Buy |
690
+64
| +10% | +$3.06K | ﹤0.01% | 1845 |
|
|
2024
Q1 | $30.1K | Hold |
626
| – | – | ﹤0.01% | 1789 |
|
|
2023
Q4 | $30.3K | Sell |
626
-2,712
| -81% | -$131K | ﹤0.01% | 1757 |
|
|
2023
Q3 | $155K | Sell |
3,338
-1,996
| -37% | -$92.7K | 0.01% | 1082 |
|
|
2023
Q2 | $254K | Sell |
5,334
-103
| -2% | -$4.91K | 0.01% | 911 |
|
|
2023
Q1 | $273K | Sell |
5,437
-1,563
| -22% | -$78.4K | 0.01% | 818 |
|
|
2022
Q4 | $352K | Buy |
7,000
+61
| +0.9% | +$3.07K | 0.01% | 1066 |
|
|
2022
Q3 | $351K | Buy |
6,939
+1,909
| +38% | +$96.6K | 0.01% | 1102 |
|
|
2022
Q2 | $253K | Hold |
5,030
| – | – | 0.01% | 1165 |
|
|
2022
Q1 | $253K | Buy |
5,030
+4,632
| +1,164% | +$233K | 0.01% | 1165 |
|
|
2021
Q4 | $20K | Buy |
+398
| New | +$20K | ﹤0.01% | 1907 |
|