Modera Wealth Management’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 | $3.3M | Sell |
69,668
-5,110
| -7% | -$242K | 0.04% | 214 |
|
|
2025
Q1 | $3.56M | Sell |
74,778
-1,713
| -2% | -$81.5K | 0.05% | 204 |
|
|
2024
Q4 | $3.65M | Buy |
76,491
+1,721
| +2% | +$82.2K | 0.04% | 205 |
|
|
2024
Q3 | $3.63M | Sell |
74,770
-7,871
| -10% | -$382K | 0.05% | 192 |
|
|
2024
Q2 | $3.95M | Buy |
82,641
+411
| +0.5% | +$19.6K | 0.06% | 173 |
|
|
2024
Q1 | $3.95M | Sell |
82,230
-502
| -0.6% | -$24.1K | 0.06% | 178 |
|
|
2023
Q4 | $4.01M | Buy |
82,732
+3,560
| +4% | +$173K | 0.07% | 172 |
|
|
2023
Q3 | $3.68M | Buy |
79,172
+3,335
| +4% | +$155K | 0.07% | 172 |
|
|
2023
Q2 | $3.61M | Buy |
75,837
+24,067
| +46% | +$1.15M | 0.07% | 179 |
|
|
2023
Q1 | $2.5M | Buy |
51,770
+6,345
| +14% | +$307K | 0.1% | 84 |
|
|
2022
Q4 | $2.17M | Buy |
+45,425
| New | +$2.17M | 0.09% | 89 |
|