North Ridge Wealth Advisors’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 | $1.79M | Sell |
37,657
-15,046
| -29% | -$714K | 1.1% | 15 |
|
|
2025
Q1 | $2.51M | Buy |
52,703
+6,249
| +13% | +$297K | 1.67% | 14 |
|
|
2024
Q4 | $2.22M | Sell |
46,454
-1,103
| -2% | -$52.7K | 1.54% | 14 |
|
|
2024
Q3 | $2.31M | Buy |
47,557
+7,031
| +17% | +$341K | 1.57% | 14 |
|
|
2024
Q2 | $1.94M | Buy |
40,526
+6,168
| +18% | +$295K | 1.47% | 15 |
|
|
2024
Q1 | $1.65M | Buy |
34,358
+377
| +1% | +$18.1K | 1.28% | 15 |
|
|
2023
Q4 | $1.65M | Buy |
33,981
+9,975
| +42% | +$484K | 1.37% | 15 |
|
|
2023
Q3 | $1.12M | Buy |
24,006
+4,913
| +26% | +$228K | 1.09% | 19 |
|
|
2023
Q2 | $909K | Buy |
19,093
+4,424
| +30% | +$211K | 0.87% | 21 |
|
|
2023
Q1 | $709K | Buy |
+14,669
| New | +$709K | 0.71% | 25 |
|