Investmark Advisory Group’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 | $1.05M | Hold |
22,084
| – | – | 0.49% | 48 |
|
|
2025
Q1 | $1.05M | Hold |
22,084
| – | – | 0.52% | 41 |
|
|
2024
Q4 | $1.06M | Buy |
22,084
+356
| +2% | +$17K | 0.52% | 44 |
|
|
2024
Q3 | $1.05M | Hold |
21,728
| – | – | 0.51% | 44 |
|
|
2024
Q2 | $1.04M | Buy |
21,728
+209
| +1% | +$9.98K | 0.55% | 42 |
|
|
2024
Q1 | $1.03M | Buy |
21,519
+375
| +2% | +$18K | 0.57% | 44 |
|
|
2023
Q4 | $1.03M | Buy |
+21,144
| New | +$1.03M | 0.6% | 43 |
|