Prosperity Capital 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 | – | Sell |
-76,203
| Closed | -$3.63M | – | 295 |
|
|
2025
Q1 | $3.63M | Sell |
76,203
-5,865
| -7% | -$280K | 0.29% | 63 |
|
|
2024
Q4 | $3.92M | Buy |
82,068
+7,599
| +10% | +$363K | 0.32% | 56 |
|
|
2024
Q3 | $3.61M | Buy |
74,469
+2,413
| +3% | +$117K | 0.31% | 65 |
|
|
2024
Q2 | $3.44M | Buy |
72,056
+6,922
| +11% | +$331K | 0.38% | 46 |
|
|
2024
Q1 | $3.13M | Sell |
65,134
-40,924
| -39% | -$1.97M | 0.37% | 47 |
|
|
2023
Q4 | $5.14M | Buy |
+106,058
| New | +$5.14M | 0.56% | 26 |
|