SWM
Seaside Wealth Management’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 | $297K | Buy |
6,252
+1,013
| +19% | +$48.1K | 0.09% | 52 |
|
|
2025
Q1 | $249K | Buy |
5,239
+30
| +0.6% | +$1.43K | 0.09% | 56 |
|
|
2024
Q4 | $249K | Buy |
5,209
+48
| +0.9% | +$2.29K | 0.09% | 54 |
|
|
2024
Q3 | $251K | Buy |
5,161
+34
| +0.7% | +$1.65K | 0.09% | 53 |
|
|
2024
Q2 | $245K | Buy |
5,127
+33
| +0.6% | +$1.58K | 0.1% | 52 |
|
|
2024
Q1 | $245K | Buy |
5,094
+24
| +0.5% | +$1.15K | 0.1% | 48 |
|
|
2023
Q4 | $246K | Buy |
+5,070
| New | +$246K | 0.11% | 45 |
|
|
2023
Q3 | – | Sell |
-5,078
| Closed | -$242K | – | 51 |
|
|
2023
Q2 | $242K | Buy |
5,078
+26
| +0.5% | +$1.24K | 0.13% | 42 |
|
|
2023
Q1 | $243K | Buy |
5,052
+30
| +0.6% | +$1.44K | 0.15% | 42 |
|
|
2022
Q4 | $240K | Buy |
5,022
+17
| +0.3% | +$813 | 0.16% | 40 |
|
|
2022
Q3 | $233K | Buy |
5,005
+22
| +0.4% | +$1.02K | 0.16% | 42 |
|
|
2022
Q2 | $243K | Buy |
+4,983
| New | +$243K | 0.18% | 41 |
|