Sax Wealth Advisors’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 | $1.76M | Sell |
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2025
Q2 | $1.97M | Sell |
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2025
Q1 | $3.69M | Sell |
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2024
Q4 | $4.87M | Sell |
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2024
Q3 | $5.4M | Buy |
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2024
Q2 | $4.4M | Buy |
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2024
Q1 | $2.45M | Buy |
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2023
Q4 | $1.02M | Buy |
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2023
Q3 | $720K | Sell |
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2023
Q2 | $935K | Buy |
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2023
Q1 | $722K | Buy |
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2022
Q4 | $626K | Buy |
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2022
Q3 | $397K | Buy |
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2022
Q2 | $228K | Buy |
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