LWM
LJI Wealth Management’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 | $429K | Buy |
9,043
+212
| +2% | +$10.1K | 0.07% | 109 |
|
|
2025
Q1 | $420K | Sell |
8,831
-300
| -3% | -$14.3K | 0.08% | 100 |
|
|
2024
Q4 | $436K | Buy |
9,131
+300
| +3% | +$14.3K | 0.09% | 102 |
|
|
2024
Q3 | $429K | Sell |
8,831
-208
| -2% | -$10.1K | 0.09% | 121 |
|
|
2024
Q2 | $432K | Buy |
9,039
+3,795
| +72% | +$181K | 0.1% | 108 |
|
|
2024
Q1 | $252K | Hold |
5,244
| – | – | 0.07% | 126 |
|
|
2023
Q4 | $254K | Buy |
+5,244
| New | +$254K | 0.07% | 143 |
|
|
2023
Q3 | – | Sell |
-129,887
| Closed | -$130K | – | 171 |
|
|
2023
Q2 | $130K | Buy |
+129,887
| New | +$130K | 0.04% | 157 |
|