RLIM
Red Lighthouse Investment Management’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 | $291K | Sell |
6,141
-236
| -4% | -$11.2K | 0.11% | 59 |
|
|
2025
Q1 | $307K | Sell |
6,377
-462
| -7% | -$22.2K | 0.13% | 57 |
|
|
2024
Q4 | $327K | Buy |
6,839
+166
| +2% | +$7.93K | 0.13% | 53 |
|
|
2024
Q3 | $324K | Buy |
6,673
+296
| +5% | +$14.4K | 0.13% | 55 |
|
|
2024
Q2 | $305K | Hold |
6,377
| – | – | 0.13% | 56 |
|
|
2024
Q1 | $307K | Hold |
6,377
| – | – | 0.12% | 58 |
|
|
2023
Q4 | $309K | Sell |
6,377
-2,760
| -30% | -$134K | 0.13% | 55 |
|
|
2023
Q3 | $425K | Buy |
9,137
+2
| +0% | +$93 | 0.2% | 44 |
|
|
2023
Q2 | $435K | Hold |
9,135
| – | – | 0.2% | 43 |
|
|
2023
Q1 | $441K | Buy |
9,135
+620
| +7% | +$30K | 0.21% | 43 |
|
|
2022
Q4 | $407K | Buy |
+8,515
| New | +$407K | 0.21% | 44 |
|