Safeguard Investment Advisory Group’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 | $958K | Buy |
20,202
+1,176
| +6% | +$55.8K | 0.24% | 47 |
|
|
2025
Q1 | $905K | Sell |
19,026
-4,439
| -19% | -$211K | 0.25% | 45 |
|
|
2024
Q4 | $1.12M | Buy |
23,465
+557
| +2% | +$26.6K | 0.31% | 34 |
|
|
2024
Q3 | $1.11M | Buy |
22,908
+449
| +2% | +$21.8K | 0.32% | 34 |
|
|
2024
Q2 | $1.07M | Sell |
22,459
-115
| -0.5% | -$5.49K | 0.33% | 32 |
|
|
2024
Q1 | $1.09M | Buy |
22,574
+3,254
| +17% | +$156K | 0.37% | 32 |
|
|
2023
Q4 | $937K | Buy |
19,320
+1,633
| +9% | +$79.2K | 0.35% | 34 |
|
|
2023
Q3 | $822K | Sell |
17,687
-2,054
| -10% | -$95.4K | 0.36% | 34 |
|
|
2023
Q2 | $940K | Buy |
19,741
+6,543
| +50% | +$312K | 0.4% | 36 |
|
|
2023
Q1 | $638K | Buy |
+13,198
| New | +$638K | 0.31% | 41 |
|