Root Financial Partners’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	$350K	Buy	7,377 +2,221	+43%	+$105K	0.03%	167
2025 Q1	$245K	Buy	5,156 +198	+4%	+$9.42K	0.03%	182
2024 Q4	$237K	Buy	4,958 +18	+0.4%	+$860	0.03%	184
2024 Q3	$240K	Buy	+4,940	New	+$240K	0.04%	138