RCA
Resonant Capital Advisors’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 | $10.3M | Sell |
216,429
-19,711
| -8% | -$935K | 0.66% | 35 |
|
|
2025
Q1 | $11.2M | Buy |
236,140
+48,112
| +26% | +$2.29M | 0.78% | 32 |
|
|
2024
Q4 | $8.98M | Buy |
188,028
+26,849
| +17% | +$1.28M | 0.66% | 38 |
|
|
2024
Q3 | $7.82M | Sell |
161,179
-1,688
| -1% | -$81.9K | 0.58% | 39 |
|
|
2024
Q2 | $7.78M | Sell |
162,867
-15,706
| -9% | -$750K | 0.63% | 38 |
|
|
2024
Q1 | $8.59M | Hold |
178,573
| – | – | 0.73% | 34 |
|
|
2023
Q4 | $8.66M | Buy |
178,573
+31,155
| +21% | +$1.51M | 0.84% | 31 |
|
|
2023
Q3 | $6.85M | Sell |
147,418
-11,353
| -7% | -$528K | 0.73% | 33 |
|
|
2023
Q2 | $7.56M | Sell |
158,771
-11,797
| -7% | -$562K | 0.82% | 31 |
|
|
2023
Q1 | $8.24M | Sell |
170,568
-4,237
| -2% | -$205K | 0.94% | 28 |
|
|
2022
Q4 | $8.36M | Buy |
174,805
+6,433
| +4% | +$308K | 1.04% | 22 |
|
|
2022
Q3 | $7.86M | Sell |
168,372
-39,905
| -19% | -$1.86M | 1.19% | 23 |
|
|
2022
Q2 | $10M | Buy |
208,277
+26,965
| +15% | +$1.3M | 1.56% | 13 |
|
|
2022
Q1 | $8.78M | Buy |
+181,312
| New | +$8.78M | 1.3% | 18 |
|