RW Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Sell |
76,239
-5,999
| -7% | -$285K | 0.4% | 17 |
|
|
2025
Q1 | $3.91M | Sell |
82,238
-54
| -0.1% | -$2.57K | 0.48% | 17 |
|
|
2024
Q4 | $3.93M | Sell |
82,292
-6,004
| -7% | -$287K | 0.48% | 17 |
|
|
2024
Q3 | $4.29M | Sell |
88,296
-4,920
| -5% | -$239K | 0.53% | 13 |
|
|
2024
Q2 | $4.45M | Buy |
93,216
+1,171
| +1% | +$55.9K | 0.6% | 12 |
|
|
2024
Q1 | $4.43M | Buy |
92,045
+550
| +0.6% | +$26.5K | 0.62% | 12 |
|
|
2023
Q4 | $4.44M | Sell |
91,495
-6,966
| -7% | -$338K | 0.68% | 12 |
|
|
2023
Q3 | $4.58M | Buy |
98,461
+372
| +0.4% | +$17.3K | 0.83% | 11 |
|
|
2023
Q2 | $4.67M | Sell |
98,089
-3,742
| -4% | -$178K | 0.97% | 10 |
|
|
2023
Q1 | $4.92M | Buy |
101,831
+11,493
| +13% | +$555K | 1.37% | 10 |
|
|
2022
Q4 | $4.32M | Buy |
+90,338
| New | +$4.32M | 1.7% | 10 |
|