PWS
Physician Wealth Solutions’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 | $1.12M | Sell |
23,538
-2,000
| -8% | -$94.9K | 0.52% | 27 |
|
|
2025
Q1 | $1.21M | Sell |
25,538
-358
| -1% | -$17K | 0.61% | 25 |
|
|
2024
Q4 | $1.24M | Hold |
25,896
| – | – | 0.62% | 25 |
|
|
2024
Q3 | $1.24M | Hold |
25,896
| – | – | 0.62% | 25 |
|
|
2024
Q2 | $1.24M | Sell |
25,896
-442
| -2% | -$21.1K | 0.88% | 23 |
|
|
2024
Q1 | $1.27M | Sell |
26,338
-993
| -4% | -$47.8K | 1.06% | 23 |
|
|
2023
Q4 | $1.33M | Buy |
+27,331
| New | +$1.33M | 1.32% | 22 |
|