Simplicity Solutions’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$398K Sell
8,203
-2,070
-20% -$100K 0.01% 743
2023
Q3
$477K Buy
10,273
+1,322
+15% +$61.4K 0.02% 613
2023
Q2
$426K Buy
8,951
+1,361
+18% +$64.8K 0.01% 710
2023
Q1
$367K Buy
+7,590
New +$367K 0.01% 781