Porter White Investment Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.69M | Buy |
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|
2025
Q2 | $7.42M | Buy |
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|
2025
Q1 | $4.71M | Buy |
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|
2024
Q4 | $4.67M | Buy |
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|
2024
Q3 | $4.67M | Buy |
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|
2024
Q2 | $4.57M | Buy |
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|
2024
Q1 | $4.45M | Buy |
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|
2023
Q4 | $4.44M | Sell |
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|
2023
Q3 | $5.87M | Buy |
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|
2023
Q2 | $5.42M | Buy |
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|
2023
Q1 | $5.41M | Hold |
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|
2022
Q4 | $5.36M | Buy |
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