SeaCrest Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
4,986
| – | – | 0.03% | 519 |
|
|
2025
Q1 | $237K | Hold |
4,986
| – | – | 0.03% | 565 |
|
|
2024
Q4 | $238K | Hold |
4,986
| – | – | 0.03% | 568 |
|
|
2024
Q3 | $242K | Hold |
4,986
| – | – | 0.03% | 561 |
|
|
2024
Q2 | $238K | Sell |
4,986
-308
| -6% | -$14.7K | 0.03% | 532 |
|
|
2024
Q1 | $255K | Hold |
5,294
| – | – | 0.03% | 497 |
|
|
2023
Q4 | $257K | Hold |
5,294
| – | – | 0.03% | 503 |
|
|
2023
Q3 | $246K | Hold |
5,294
| – | – | 0.03% | 513 |
|
|
2023
Q2 | $252K | Buy |
5,294
+120
| +2% | +$5.72K | 0.03% | 513 |
|
|
2023
Q1 | $250K | Buy |
+5,174
| New | +$250K | 0.03% | 517 |
|
|
2022
Q3 | – | Sell |
-2,900
| Closed | -$139K | – | 832 |
|
|
2022
Q2 | $139K | Buy |
+2,900
| New | +$139K | 0.02% | 738 |
|