Landmark Wealth Management (New York)’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 | $1.86M | Sell |
39,142
-11,922
| -23% | -$565K | 0.79% | 32 |
|
|
2025
Q1 | $2.43M | Buy |
51,064
+3,227
| +7% | +$154K | 1.07% | 28 |
|
|
2024
Q4 | $2.29M | Buy |
47,837
+1,513
| +3% | +$72.3K | 1.01% | 28 |
|
|
2024
Q3 | $2.25M | Buy |
46,324
+253
| +0.5% | +$12.3K | 0.98% | 28 |
|
|
2024
Q2 | $2.2M | Sell |
46,071
-1,944
| -4% | -$92.9K | 1.72% | 18 |
|
|
2024
Q1 | $2.31M | Buy |
48,015
+2,195
| +5% | +$106K | 1.07% | 26 |
|
|
2023
Q4 | $2.22M | Sell |
45,820
-3,944
| -8% | -$191K | 1.09% | 26 |
|
|
2023
Q3 | $2.31M | Buy |
49,764
+6,848
| +16% | +$318K | 1.31% | 22 |
|
|
2023
Q2 | $2.04M | Sell |
42,916
-6,761
| -14% | -$322K | 1.81% | 16 |
|
|
2023
Q1 | $2.4M | Buy |
49,677
+13,275
| +36% | +$641K | 1.34% | 22 |
|
|
2022
Q4 | $1.74M | Buy |
36,402
+6,139
| +20% | +$293K | 1.26% | 24 |
|
|
2022
Q3 | $1.41M | Sell |
30,263
-5,046
| -14% | -$235K | 1.07% | 24 |
|
|
2022
Q2 | $1.7M | Sell |
35,309
-52,191
| -60% | -$2.51M | 2.17% | 11 |
|
|
2022
Q1 | $2.16M | Buy |
+87,500
| New | +$2.16M | 1.14% | 20 |
|