KFG Wealth Management’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 | $265K | Buy |
5,579
+9
| +0.2% | +$427 | 0.04% | 173 |
|
|
2025
Q1 | $265K | Hold |
5,570
| – | – | 0.05% | 168 |
|
|
2024
Q4 | $266K | Hold |
5,570
| – | – | 0.05% | 160 |
|
|
2024
Q3 | $270K | Sell |
5,570
-135
| -2% | -$6.55K | 0.06% | 150 |
|
|
2024
Q2 | $273K | Hold |
5,705
| – | – | 0.11% | 130 |
|
|
2024
Q1 | $274K | Hold |
5,705
| – | – | 0.11% | 128 |
|
|
2023
Q4 | $277K | Buy |
+5,705
| New | +$277K | 0.13% | 107 |
|