IFP Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Buy |
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|
2025
Q1 | $38.5K | Buy |
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|
2024
Q4 | $38.3K | Buy |
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|
2024
Q3 | $33.6K | Buy |
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|
2024
Q2 | $33K | Buy |
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|
2024
Q1 | $30.1K | Hold |
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|
2023
Q4 | $30.3K | Sell |
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|
2023
Q3 | $155K | Sell |
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|
2023
Q2 | $254K | Sell |
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|
2023
Q1 | $273K | Sell |
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|
2022
Q4 | $352K | Buy |
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|
2022
Q3 | $351K | Buy |
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|
2022
Q2 | $253K | Hold |
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|
2022
Q1 | $253K | Buy |
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|
2021
Q4 | $20K | Buy |
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