Shearwater Capital’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
40,051
+1,076
| +3% | +$51K | 1.19% | 11 |
|
|
2025
Q1 | $1.85M | Buy |
38,975
+1,992
| +5% | +$94.8K | 1.3% | 11 |
|
|
2024
Q4 | $1.77M | Buy |
36,983
+1,612
| +5% | +$77K | 1.2% | 13 |
|
|
2024
Q3 | $1.72M | Buy |
35,371
+1,263
| +4% | +$61.3K | 1.18% | 11 |
|
|
2024
Q2 | $1.63M | Buy |
34,108
+2,504
| +8% | +$120K | 1.2% | 12 |
|
|
2024
Q1 | $1.52M | Buy |
31,604
+1,069
| +4% | +$51.4K | 1.12% | 12 |
|
|
2023
Q4 | $1.48M | Sell |
30,535
-178
| -0.6% | -$8.64K | 1.18% | 11 |
|
|
2023
Q3 | $1.43M | Sell |
30,713
-381
| -1% | -$17.7K | 1.29% | 11 |
|
|
2023
Q2 | $1.48M | Buy |
31,094
+7,899
| +34% | +$376K | 1.29% | 11 |
|
|
2023
Q1 | $1.12M | Buy |
23,195
+3,615
| +18% | +$175K | 1.04% | 13 |
|
|
2022
Q4 | $936K | Buy |
19,580
+4,792
| +32% | +$229K | 0.95% | 16 |
|
|
2022
Q3 | $690K | Buy |
14,788
+4,211
| +40% | +$196K | 0.78% | 19 |
|
|
2022
Q2 | $508K | Buy |
10,577
+2,190
| +26% | +$105K | 0.55% | 22 |
|
|
2022
Q1 | $406K | Buy |
8,387
+3,538
| +73% | +$171K | 0.37% | 23 |
|
|
2021
Q4 | $244K | Buy |
+4,849
| New | +$244K | 0.21% | 35 |
|