LPL Financial’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 | $19M | Buy |
399,622
+98,271
| +33% | +$4.66M | 0.01% | 1290 |
|
2025
Q1 | $14.3M | Buy |
301,351
+28,017
| +10% | +$1.33M | 0.01% | 1363 |
|
2024
Q4 | $13.1M | Buy |
273,334
+18,781
| +7% | +$897K | 0.01% | 1344 |
|
2024
Q3 | $12.4M | Buy |
254,553
+5,150
| +2% | +$250K | 0.01% | 1325 |
|
2024
Q2 | $11.9M | Buy |
249,403
+6,423
| +3% | +$307K | 0.01% | 1258 |
|
2024
Q1 | $11.7M | Buy |
242,980
+20,140
| +9% | +$969K | 0.01% | 1232 |
|
2023
Q4 | $10.8M | Buy |
222,840
+17,318
| +8% | +$840K | 0.01% | 1197 |
|
2023
Q3 | $9.55M | Buy |
205,522
+21,414
| +12% | +$995K | 0.01% | 1183 |
|
2023
Q2 | $8.77M | Buy |
184,108
+12,671
| +7% | +$604K | 0.01% | 1204 |
|
2023
Q1 | $8.28M | Buy |
171,437
+2,611
| +2% | +$126K | 0.01% | 1199 |
|
2022
Q4 | $8.07M | Buy |
168,826
+5,618
| +3% | +$269K | 0.01% | 1160 |
|
2022
Q3 | $7.61M | Buy |
163,208
+6,623
| +4% | +$309K | 0.01% | 1096 |
|
2022
Q2 | $7.53M | Buy |
+156,585
| New | +$7.53M | 0.01% | 1126 |
|