Patriot Financial Group Insurance Agency’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 | $2.44M | Buy |
51,377
+10,005
| +24% | +$475K | 0.28% | 93 |
|
|
2025
Q1 | $1.97M | Buy |
41,372
+1,662
| +4% | +$79.1K | 0.26% | 97 |
|
|
2024
Q4 | $1.9M | Sell |
39,710
-1,806
| -4% | -$86.3K | 0.25% | 90 |
|
|
2024
Q3 | $2.02M | Buy |
41,516
+1,464
| +4% | +$71.1K | 0.27% | 87 |
|
|
2024
Q2 | $1.91M | Buy |
40,052
+8,845
| +28% | +$423K | 0.28% | 82 |
|
|
2024
Q1 | $1.5M | Sell |
31,207
-58
| -0.2% | -$2.79K | 0.24% | 101 |
|
|
2023
Q4 | $1.52M | Sell |
31,265
-4,254
| -12% | -$206K | 0.29% | 79 |
|
|
2023
Q3 | $1.65M | Sell |
35,519
-6,337
| -15% | -$294K | 0.34% | 62 |
|
|
2023
Q2 | $1.99M | Buy |
+41,856
| New | +$1.99M | 0.38% | 58 |
|