Physician Wealth 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 | $401K | Hold |
8,444
| – | – | 0.06% | 117 |
|
|
2025
Q1 | $402K | Buy |
8,444
+3,995
| +90% | +$190K | 0.07% | 106 |
|
|
2024
Q4 | $213K | Sell |
4,449
-6,227
| -58% | -$297K | 0.04% | 172 |
|
|
2024
Q3 | $516K | Hold |
10,676
| – | – | 0.09% | 92 |
|
|
2024
Q2 | $513K | Hold |
10,676
| – | – | 0.09% | 91 |
|
|
2024
Q1 | $509K | Hold |
10,676
| – | – | 0.11% | 90 |
|
|
2023
Q4 | $514K | Buy |
+10,676
| New | +$514K | 0.11% | 85 |
|