LFGO
Legacy Financial Group (Oklahoma)’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 | $3.61M | Sell |
76,154
-16,783
| -18% | -$796K | 1.07% | 22 |
|
|
2025
Q1 | $4.42M | Sell |
92,937
-1,705
| -2% | -$81.1K | 1.42% | 21 |
|
|
2024
Q4 | $4.52M | Sell |
94,642
-5,069
| -5% | -$242K | 1.46% | 20 |
|
|
2024
Q3 | $4.78M | Buy |
99,711
+2,254
| +2% | +$108K | 1.63% | 18 |
|
|
2024
Q2 | $4.66M | Sell |
97,457
-530
| -0.5% | -$25.3K | 1.76% | 18 |
|
|
2024
Q1 | $4.71M | Buy |
97,987
+404
| +0.4% | +$19.4K | 1.85% | 18 |
|
|
2023
Q4 | $4.73M | Sell |
97,583
-21,852
| -18% | -$1.06M | 2.06% | 17 |
|
|
2023
Q3 | $5.55M | Buy |
119,435
+1,826
| +2% | +$84.9K | 2.74% | 15 |
|
|
2023
Q2 | $5.6M | Sell |
117,609
-4,881
| -4% | -$232K | 2.8% | 16 |
|
|
2023
Q1 | $5.92M | Sell |
122,490
-31,964
| -21% | -$1.54M | 3.27% | 12 |
|
|
2022
Q4 | $7.38M | Buy |
+154,454
| New | +$7.38M | 4.55% | 8 |
|