KFG Wealth Management’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
2025
Q3
$269K Buy
2025
Q2
$265K Buy
2025
Q1
$265K Hold
2024
Q4
$266K Hold
2024
Q3
$270K Sell
2024
Q2
$273K Hold
2024
Q1
$274K Hold
2023
Q4
$277K Buy