RFP
RCS Financial Planning’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 | $401K | Buy |
8,455
+556
| +7% | +$26.4K | 0.2% | 60 |
|
|
2025
Q1 | $376K | Sell |
7,899
-869
| -10% | -$41.3K | 0.2% | 62 |
|
|
2024
Q4 | $419K | Buy |
8,768
+117
| +1% | +$5.59K | 0.22% | 59 |
|
|
2024
Q3 | $420K | Buy |
8,651
+409
| +5% | +$19.9K | 0.23% | 51 |
|
|
2024
Q2 | $394K | Buy |
8,242
+88
| +1% | +$4.2K | 0.23% | 58 |
|
|
2024
Q1 | $392K | Buy |
8,154
+458
| +6% | +$22K | 0.24% | 57 |
|
|
2023
Q4 | $373K | Buy |
7,696
+654
| +9% | +$31.7K | 0.24% | 53 |
|
|
2023
Q3 | $327K | Buy |
+7,042
| New | +$327K | 0.25% | 51 |
|