Soundmark Wealth Management’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
2024
Q2
Sell
2024
Q1
$893K Buy
2023
Q4
$897K Hold
2023
Q3
$859K Hold
2023
Q2
$881K Hold
2023
Q1
$893K Hold
2022
Q4
$884K Hold
2022
Q3
$863K Hold
2022
Q2
$889K Buy