JTWM
Jackson Thornton Wealth Management’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 | $1.13M | Buy |
23,903
+1,085
| +5% | +$51.5K | 0.13% | 37 |
|
|
2025
Q1 | $1.07M | Buy |
22,818
+8,150
| +56% | +$384K | 0.14% | 34 |
|
|
2024
Q4 | $701K | Buy |
14,668
+1,427
| +11% | +$68.2K | 0.09% | 43 |
|
|
2024
Q3 | $643K | Buy |
13,241
+36
| +0.3% | +$1.75K | 0.09% | 35 |
|
|
2024
Q2 | $631K | Buy |
+13,205
| New | +$631K | 0.1% | 35 |
|