Sigma Planning Corp’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 | – | Sell |
-5,265
| Closed | -$250K | – | 1254 |
|
|
2025
Q1 | $250K | Sell |
5,265
-300
| -5% | -$14.3K | 0.01% | 1031 |
|
|
2024
Q4 | $266K | Buy |
5,565
+357
| +7% | +$17.1K | 0.01% | 978 |
|
|
2024
Q3 | $253K | Sell |
5,208
-297
| -5% | -$14.4K | 0.01% | 1024 |
|
|
2024
Q2 | $263K | Sell |
5,505
-85
| -2% | -$4.06K | 0.01% | 976 |
|
|
2024
Q1 | $269K | Buy |
+5,590
| New | +$269K | 0.01% | 1011 |
|
|
2023
Q4 | – | Sell |
-5,597
| Closed | -$260K | – | 913 |
|
|
2023
Q3 | $260K | Buy |
+5,597
| New | +$260K | 0.01% | 981 |
|