Phillips Financial Management’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 | $1.01M | Sell |
21,347
-15,379
| -42% | -$729K | 0.07% | 107 |
|
|
2025
Q1 | $1.75M | Sell |
36,726
-615
| -2% | -$29.3K | 0.14% | 84 |
|
|
2024
Q4 | $1.78M | Sell |
37,341
-14,986
| -29% | -$716K | 0.14% | 85 |
|
|
2024
Q3 | $2.54M | Sell |
52,327
-7,814
| -13% | -$379K | 0.2% | 75 |
|
|
2024
Q2 | $2.87M | Sell |
60,141
-1,169
| -2% | -$55.8K | 0.24% | 69 |
|
|
2024
Q1 | $2.95M | Buy |
61,310
+3,537
| +6% | +$170K | 0.24% | 70 |
|
|
2023
Q4 | $2.8M | Buy |
57,773
+6,642
| +13% | +$322K | 0.24% | 70 |
|
|
2023
Q3 | $2.38M | Buy |
51,131
+191
| +0.4% | +$8.88K | 0.23% | 73 |
|
|
2023
Q2 | $2.43M | Sell |
50,940
-522
| -1% | -$24.9K | 0.23% | 75 |
|
|
2023
Q1 | $2.49M | Buy |
51,462
+2,062
| +4% | +$99.6K | 0.24% | 70 |
|
|
2022
Q4 | $2.36M | Sell |
49,400
-822
| -2% | -$39.3K | 0.24% | 72 |
|
|
2022
Q3 | $2.34M | Buy |
50,222
+12,615
| +34% | +$589K | 0.26% | 69 |
|
|
2022
Q2 | $1.81M | Buy |
+37,607
| New | +$1.81M | 0.2% | 69 |
|