MWP
Meredith Wealth Planning’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 | $369K | Buy |
7,775
+1,285
| +20% | +$61K | 0.13% | 44 |
|
|
2025
Q1 | $309K | Buy |
6,490
+250
| +4% | +$11.9K | 0.14% | 41 |
|
|
2024
Q4 | $298K | Buy |
6,240
+57
| +0.9% | +$2.72K | 0.13% | 41 |
|
|
2024
Q3 | $300K | Buy |
6,183
+1,378
| +29% | +$66.9K | 0.14% | 39 |
|
|
2024
Q2 | $230K | Buy |
+4,805
| New | +$230K | 0.12% | 41 |
|