Safeguard Investment Advisory Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $820K | Sell |
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|
2025
Q2 | $958K | Buy |
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|
2025
Q1 | $905K | Sell |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $937K | Buy |
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|
2023
Q3 | $822K | Sell |
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|
2023
Q2 | $940K | Buy |
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|
2023
Q1 | $638K | Buy |
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