Relaxing Retirement Coach’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $10.6M | Sell |
222,984
-1,816
| -0.8% | -$86.5K | 3.2% | 8 |
|
|
2023
Q1 | $10.9M | Sell |
224,800
-2,797
| -1% | -$135K | 3.62% | 7 |
|
|
2022
Q4 | $10.9M | Sell |
227,597
-15,816
| -6% | -$756K | 4.03% | 7 |
|
|
2022
Q3 | $11.4M | Buy |
243,413
+17,744
| +8% | +$828K | 5.37% | 5 |
|
|
2022
Q2 | $10.8M | Buy |
225,669
+35,450
| +19% | +$1.7M | 5.47% | 6 |
|
|
2022
Q1 | $9.22M | Buy |
190,219
+53,698
| +39% | +$2.6M | 4.73% | 7 |
|
|
2021
Q4 | $6.88M | Buy |
+136,521
| New | +$6.88M | 3.96% | 9 |
|