Rehmann Capital Advisory Group’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 | $696K | Sell |
14,671
-629
| -4% | -$29.8K | 0.04% | 284 |
|
|
2025
Q1 | $728K | Hold |
15,300
| – | – | 0.05% | 278 |
|
|
2024
Q4 | $731K | Buy |
15,300
+4,553
| +42% | +$217K | 0.05% | 264 |
|
|
2024
Q3 | $522K | Buy |
10,747
+1,846
| +21% | +$89.6K | 0.03% | 326 |
|
|
2024
Q2 | $425K | Hold |
8,901
| – | – | 0.03% | 361 |
|
|
2024
Q1 | $428K | Buy |
8,901
+100
| +1% | +$4.81K | 0.03% | 353 |
|
|
2023
Q4 | $427K | Hold |
8,801
| – | – | 0.04% | 342 |
|
|
2023
Q3 | $409K | Sell |
8,801
-7,000
| -44% | -$325K | 0.04% | 336 |
|
|
2023
Q2 | $753K | Buy |
15,801
+5,053
| +47% | +$241K | 0.07% | 240 |
|
|
2023
Q1 | $519K | Buy |
10,748
+489
| +5% | +$23.6K | 0.05% | 294 |
|
|
2022
Q4 | $490K | Buy |
+10,259
| New | +$490K | 0.05% | 301 |
|