OA
Oceanside 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 | $314K | Buy |
6,622
+127
| +2% | +$6.02K | 0.21% | 38 |
|
|
2025
Q1 | $309K | Sell |
6,495
-17,637
| -73% | -$839K | 0.22% | 37 |
|
|
2024
Q4 | $1.15M | Buy |
24,132
+704
| +3% | +$33.6K | 0.86% | 17 |
|
|
2024
Q3 | $1.14M | Buy |
23,428
+128
| +0.5% | +$6.21K | 0.85% | 17 |
|
|
2024
Q2 | $1.11M | Sell |
23,300
-21
| -0.1% | -$1K | 0.9% | 17 |
|
|
2024
Q1 | $1.12M | Sell |
23,321
-2,084
| -8% | -$100K | 0.93% | 17 |
|
|
2023
Q4 | $1.23M | Buy |
+25,405
| New | +$1.23M | 1.09% | 16 |
|