PWM
PBMares Wealth Management’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 | $24.2M | Buy |
509,241
+20,204
| +4% | +$958K | 4.42% | 7 |
|
|
2025
Q1 | $23.3M | Buy |
489,037
+71,979
| +17% | +$3.42M | 4.66% | 6 |
|
|
2024
Q4 | $19.9M | Buy |
417,058
+14,795
| +4% | +$707K | 4.07% | 7 |
|
|
2024
Q3 | $19.5M | Buy |
402,263
+46,136
| +13% | +$2.24M | 4.08% | 7 |
|
|
2024
Q2 | $17M | Buy |
356,127
+44,079
| +14% | +$2.11M | 4.18% | 4 |
|
|
2024
Q1 | $15M | Buy |
312,048
+27,945
| +10% | +$1.34M | 3.91% | 6 |
|
|
2023
Q4 | $13.8M | Buy |
284,103
+24,372
| +9% | +$1.18M | 4.14% | 6 |
|
|
2023
Q3 | $12.1M | Buy |
259,731
+19,052
| +8% | +$885K | 4.35% | 5 |
|
|
2023
Q2 | $11.5M | Buy |
240,679
+3,967
| +2% | +$189K | 4.1% | 5 |
|
|
2023
Q1 | $11.4M | Buy |
236,712
+6,966
| +3% | +$337K | 4.25% | 6 |
|
|
2022
Q4 | $11M | Buy |
229,746
+96,054
| +72% | +$4.59M | 4.45% | 5 |
|
|
2022
Q3 | $6.24M | Buy |
133,692
+35,265
| +36% | +$1.65M | 2.72% | 8 |
|
|
2022
Q2 | $4.73M | Buy |
+98,427
| New | +$4.73M | 2.03% | 13 |
|