Shearwater Capital’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.03M | Buy |
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|
2025
Q2 | $1.9M | Buy |
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|
2025
Q1 | $1.85M | Buy |
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|
2024
Q4 | $1.77M | Buy |
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|
2024
Q3 | $1.72M | Buy |
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|
2024
Q2 | $1.63M | Buy |
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|
2024
Q1 | $1.52M | Buy |
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|
2023
Q4 | $1.48M | Sell |
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|
2023
Q3 | $1.43M | Sell |
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|
2023
Q2 | $1.48M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $936K | Buy |
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|
2022
Q3 | $690K | Buy |
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|
2022
Q2 | $508K | Buy |
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|
2022
Q1 | $406K | Buy |
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|
2021
Q4 | $244K | Buy |
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