JP Morgan Chase’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
2026
Q1
$6.49M Buy
135,532
+30,496
+29% +$1.48M ﹤0.01% 3082
2025
Q4
$5.06M Buy
105,036
+37,147
+55% +$1.79M ﹤0.01% 3299
2025
Q3
$3.26M Buy
67,889
+9,095
+15% +$433K ﹤0.01% 3711
2025
Q2
$2.79M Sell
58,794
-34,183
-37% -$1.62M ﹤0.01% 3662
2025
Q1
$4.42M Buy
92,977
+7,742
+9% +$371K ﹤0.01% 3265
2024
Q4
$4.07M Sell
85,235
-5,560
-6% -$268K ﹤0.01% 3541
2024
Q3
$4.41M Sell
90,795
-403
-0.4% -$19.4K ﹤0.01% 3307
2024
Q2
$4.36M Buy
91,198
+4,541
+5% +$217K ﹤0.01% 3139
2024
Q1
$4.17M Buy
86,657
+14,740
+20% +$711K ﹤0.01% 3247
2023
Q4
$3.49M Buy
71,917
+63,906
+798% +$3.02M ﹤0.01% 3407
2023
Q3
$372K Buy
+8,011
New +$379K ﹤0.01% 4652
2023
Q2
Sell
-2,142
Closed -$103K 6992
2023
Q1
$103K Buy
+2,142
New +$103K ﹤0.01% 5409

Other funds holding DFNM