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Life Planning Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Life Planning Partners’s Portfolio DFNM Stock Details DFNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$373K Buy
7,871
+2,671
+51% +$127K 0.3% 48
2025
Q1 		$247K Hold
5,200
– – 0.22% 56
2024
Q4 		$248K Buy
+5,200
New +$248K 0.23% 54