Simplicity Wealth’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 Q1	–	Sell	-10,709	Closed	-$512K	–	571
2024 Q4	$512K	Buy	10,709 +3,391	+46%	+$162K	0.11%	164
2024 Q3	$355K	Sell	7,318 -528	-7%	-$25.6K	0.03%	362
2024 Q2	$375K	Buy	7,846 +24	+0.3%	+$1.15K	0.01%	868
2024 Q1	$376K	Buy	+7,822	New	+$376K	0.01%	841