SWA
Sax Wealth Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
41,463
-36,095
| -47% | -$1.71M | 0.12% | 102 |
|
|
2025
Q1 | $3.69M | Sell |
77,558
-24,307
| -24% | -$1.16M | 0.26% | 57 |
|
|
2024
Q4 | $4.87M | Sell |
101,865
-9,303
| -8% | -$444K | 0.38% | 42 |
|
|
2024
Q3 | $5.4M | Buy |
111,168
+19,084
| +21% | +$926K | 0.48% | 30 |
|
|
2024
Q2 | $4.4M | Buy |
92,084
+41,055
| +80% | +$1.96M | 0.42% | 37 |
|
|
2024
Q1 | $2.45M | Buy |
51,029
+30,030
| +143% | +$1.44M | 0.29% | 44 |
|
|
2023
Q4 | $1.02M | Buy |
20,999
+5,500
| +35% | +$267K | 0.17% | 72 |
|
|
2023
Q3 | $720K | Sell |
15,499
-4,125
| -21% | -$192K | 0.14% | 83 |
|
|
2023
Q2 | $935K | Buy |
19,624
+4,680
| +31% | +$223K | 0.19% | 70 |
|
|
2023
Q1 | $722K | Buy |
14,944
+1,850
| +14% | +$89.4K | 0.16% | 79 |
|
|
2022
Q4 | $626K | Buy |
13,094
+4,575
| +54% | +$219K | 0.14% | 83 |
|
|
2022
Q3 | $397K | Buy |
8,519
+3,770
| +79% | +$176K | 0.1% | 114 |
|
|
2022
Q2 | $228K | Buy |
+4,749
| New | +$228K | 0.06% | 148 |
|