Oak 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
$997K Buy
21,011
+3,772
+22% +$179K 0.64% 23
2025
Q1
$820K Buy
17,239
+536
+3% +$25.5K 0.61% 23
2024
Q4
$798K Buy
+16,703
New +$798K 0.61% 24