IWS
Integrity Wealth Solutions’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $919K | Sell |
19,366
-6,662
| -26% | -$316K | 0.45% | 51 |
|
|
2025
Q1 | $1.24M | Sell |
26,028
-5,917
| -19% | -$281K | 0.67% | 41 |
|
|
2024
Q4 | $1.53M | Sell |
31,945
-321
| -1% | -$15.3K | 0.85% | 37 |
|
|
2024
Q3 | $1.57M | Sell |
32,266
-5,694
| -15% | -$276K | 0.91% | 37 |
|
|
2024
Q2 | $1.81M | Sell |
37,960
-4,126
| -10% | -$197K | 1.18% | 31 |
|
|
2024
Q1 | $2.02M | Sell |
42,086
-1,767
| -4% | -$85K | 1.32% | 28 |
|
|
2023
Q4 | $2.13M | Buy |
+43,853
| New | +$2.13M | 1.47% | 26 |
|