OneDigital Investment 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 | $1.26M | Sell |
26,486
-10,652
| -29% | -$505K | 0.01% | 566 |
|
|
2025
Q1 | $1.77M | Sell |
37,138
-1,141
| -3% | -$54.3K | 0.02% | 435 |
|
|
2024
Q4 | $1.83M | Sell |
38,279
-949
| -2% | -$45.3K | 0.02% | 445 |
|
|
2024
Q3 | $1.9M | Sell |
39,228
-184
| -0.5% | -$8.93K | 0.02% | 451 |
|
|
2024
Q2 | $1.88M | Buy |
39,412
+18,347
| +87% | +$876K | 0.02% | 436 |
|
|
2024
Q1 | $1.01M | Sell |
21,065
-2,593
| -11% | -$125K | 0.02% | 507 |
|
|
2023
Q4 | $1.15M | Buy |
+23,658
| New | +$1.15M | 0.02% | 427 |
|