Porter White Investment 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 | $7.42M | Buy |
156,384
+57,303
| +58% | +$2.72M | 3.45% | 6 |
|
|
2025
Q1 | $4.71M | Buy |
99,081
+1,413
| +1% | +$67.2K | 2.33% | 8 |
|
|
2024
Q4 | $4.67M | Buy |
97,668
+1,511
| +2% | +$72.2K | 2.37% | 8 |
|
|
2024
Q3 | $4.67M | Buy |
96,157
+497
| +0.5% | +$24.1K | 2.34% | 8 |
|
|
2024
Q2 | $4.57M | Buy |
95,660
+3,115
| +3% | +$149K | 2.45% | 7 |
|
|
2024
Q1 | $4.45M | Buy |
92,545
+955
| +1% | +$45.9K | 2.37% | 7 |
|
|
2023
Q4 | $4.44M | Sell |
91,590
-34,772
| -28% | -$1.69M | 2.77% | 7 |
|
|
2023
Q3 | $5.87M | Buy |
126,362
+12,484
| +11% | +$580K | 4.48% | 4 |
|
|
2023
Q2 | $5.42M | Buy |
113,878
+1,826
| +2% | +$87K | 4.29% | 4 |
|
|
2023
Q1 | $5.41M | Hold |
112,052
| – | – | 4.64% | 4 |
|
|
2022
Q4 | $5.36M | Buy |
+112,052
| New | +$5.36M | 4.74% | 4 |
|