SHWM
Silicon Hills 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.78M | Sell |
79,316
-13,055
| -14% | -$622K | 2.13% | 12 |
|
|
2023
Q1 | $4.46M | Buy |
92,371
+71,131
| +335% | +$3.44M | 2.68% | 12 |
|
|
2022
Q4 | $1.02M | Buy |
+21,240
| New | +$1.02M | 0.75% | 33 |
|
|
2022
Q1 | – | Sell |
-10,517
| Closed | -$530K | – | 110 |
|
|
2021
Q4 | $530K | Buy |
+10,517
| New | +$530K | 0.33% | 73 |
|