MC
McCarthy & Cox’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,654
| Closed | -$270K | – | 65 |
|
|
2024
Q4 | $270K | Sell |
5,654
-3,112
| -36% | -$149K | 0.09% | 52 |
|
|
2024
Q3 | $426K | Sell |
8,766
-1,631
| -16% | -$79.2K | 0.16% | 37 |
|
|
2024
Q2 | $497K | Sell |
10,397
-3,680
| -26% | -$176K | 0.19% | 31 |
|
|
2024
Q1 | $677K | Buy |
+14,077
| New | +$677K | 0.26% | 28 |
|