Rockwood Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,053
| Closed | -$439K | – | 99 |
|
|
2024
Q3 | $439K | Sell |
9,053
-283
| -3% | -$13.7K | 0.05% | 54 |
|
|
2024
Q2 | $446K | Sell |
9,336
-946
| -9% | -$45.2K | 0.05% | 54 |
|
|
2024
Q1 | $494K | Sell |
10,282
-777
| -7% | -$37.4K | 0.06% | 51 |
|
|
2023
Q4 | $536K | Sell |
11,059
-2,359
| -18% | -$114K | 0.08% | 45 |
|
|
2023
Q3 | $624K | Sell |
13,418
-5,769
| -30% | -$268K | 0.1% | 37 |
|
|
2023
Q2 | $914K | Sell |
19,187
-1,685
| -8% | -$80.3K | 0.16% | 30 |
|
|
2023
Q1 | $1.01M | Sell |
20,872
-8,261
| -28% | -$399K | 0.2% | 27 |
|
|
2022
Q4 | $1.39M | Sell |
29,133
-16,915
| -37% | -$809K | 0.33% | 22 |
|
|
2022
Q3 | $2.15M | Buy |
46,048
+28,282
| +159% | +$1.32M | 0.69% | 15 |
|
|
2022
Q2 | $854K | Buy |
+17,766
| New | +$854K | 0.4% | 20 |
|