SFA
Sequoia Financial 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 | $37.1M | Buy |
781,593
+36,904
| +5% | +$1.75M | 0.25% | 82 |
|
|
2025
Q1 | $35.4M | Buy |
744,689
+131,172
| +21% | +$6.24M | 0.27% | 79 |
|
|
2024
Q4 | $29.3M | Buy |
613,517
+55,789
| +10% | +$2.67M | 0.28% | 82 |
|
|
2024
Q3 | $27.1M | Sell |
557,728
-34,686
| -6% | -$1.68M | 0.29% | 80 |
|
|
2024
Q2 | $28.3M | Sell |
592,414
-41,226
| -7% | -$1.97M | 0.34% | 71 |
|
|
2024
Q1 | $30.5M | Sell |
633,640
-126,198
| -17% | -$6.07M | 0.38% | 60 |
|
|
2023
Q4 | $36.9M | Sell |
759,838
-53,788
| -7% | -$2.61M | 0.46% | 46 |
|
|
2023
Q3 | $37.8M | Sell |
813,626
-75,803
| -9% | -$3.52M | 0.66% | 32 |
|
|
2023
Q2 | $42.4M | Sell |
889,429
-430,159
| -33% | -$20.5M | 0.73% | 32 |
|
|
2023
Q1 | $63.8M | Sell |
1,319,588
-34,979
| -3% | -$1.69M | 1.42% | 13 |
|
|
2022
Q4 | $64.8M | Sell |
1,354,567
-370,640
| -21% | -$17.7M | 1.59% | 13 |
|
|
2022
Q3 | $80.5M | Buy |
+1,725,207
| New | +$80.5M | 2.54% | 7 |
|