PrairieView Partners’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 | $3.14M | Sell |
66,227
-6,052
| -8% | -$287K | 0.3% | 37 |
|
|
2025
Q1 | $3.44M | Buy |
72,279
+19,039
| +36% | +$906K | 0.36% | 35 |
|
|
2024
Q4 | $2.54M | Buy |
53,240
+24,871
| +88% | +$1.19M | 0.27% | 42 |
|
|
2024
Q3 | $1.38M | Sell |
28,369
-80
| -0.3% | -$3.88K | 0.14% | 60 |
|
|
2024
Q2 | $1.36M | Buy |
28,449
+11,050
| +64% | +$528K | 0.15% | 55 |
|
|
2024
Q1 | $837K | Buy |
17,399
+341
| +2% | +$16.4K | 0.1% | 60 |
|
|
2023
Q4 | $827K | Buy |
17,058
+11,767
| +222% | +$570K | 0.1% | 59 |
|
|
2023
Q3 | $245K | Hold |
5,291
| – | – | 0.03% | 95 |
|
|
2023
Q2 | $252K | Hold |
5,291
| – | – | 0.03% | 100 |
|
|
2023
Q1 | $255K | Sell |
5,291
-42
| -0.8% | -$2.02K | 0.04% | 99 |
|
|
2022
Q4 | $254K | Buy |
5,333
+3,459
| +185% | +$165K | 0.04% | 97 |
|
|
2022
Q3 | $87K | Hold |
1,874
| – | – | 0.01% | 141 |
|
|
2022
Q2 | $90K | Buy |
+1,874
| New | +$90K | 0.01% | 155 |
|