Patriot Financial Group Insurance Agency’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio DFNM Stock Details DFNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$2.44M	Buy
2025 Q1	$1.97M	Buy
2024 Q4	$1.9M	Sell
2024 Q3	$2.02M	Buy
2024 Q2	$1.91M	Buy
2024 Q1	$1.5M	Sell
2023 Q4	$1.52M	Sell
2023 Q3	$1.65M	Sell
2023 Q2	$1.99M	Buy