Physician Wealth Solutions’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Physician Wealth Solutions’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	$771K	Sell
2025 Q2	$1.12M	Sell
2025 Q1	$1.21M	Sell
2024 Q4	$1.24M	Hold
2024 Q3	$1.24M	Hold
2024 Q2	$1.24M	Sell
2024 Q1	$1.27M	Sell
2023 Q4	$1.33M	Buy