MWA
Mills Wealth Advisors’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 | $1.71M | Sell |
35,995
-15,174
| -30% | -$720K | 0.78% | 23 |
|
|
2025
Q1 | $2.43M | Sell |
51,169
-4,202
| -8% | -$200K | 1.29% | 20 |
|
|
2024
Q4 | $2.65M | Sell |
55,371
-18,804
| -25% | -$898K | 1.51% | 15 |
|
|
2024
Q3 | $3.6M | Sell |
74,175
-27,912
| -27% | -$1.35M | 2.48% | 11 |
|
|
2024
Q2 | $4.88M | Sell |
102,087
-18,922
| -16% | -$904K | 3.48% | 10 |
|
|
2024
Q1 | $5.82M | Sell |
121,009
-114,771
| -49% | -$5.52M | 4.27% | 6 |
|
|
2023
Q4 | $11.4M | Sell |
235,780
-820
| -0.3% | -$39.8K | 8.71% | 4 |
|
|
2023
Q3 | $11M | Buy |
236,600
+161,966
| +217% | +$7.53M | 8.8% | 4 |
|
|
2023
Q2 | $3.55M | Sell |
74,634
-5,684
| -7% | -$271K | 2.7% | 11 |
|
|
2023
Q1 | $3.88M | Sell |
80,318
-2,312
| -3% | -$112K | 3.13% | 7 |
|
|
2022
Q4 | $3.95M | Buy |
+82,630
| New | +$3.95M | 3.57% | 4 |
|