Soundmark Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18,563
| Closed | -$893K | – | 22 |
|
|
2024
Q1 | $893K | Buy |
18,563
+73
| +0.4% | +$3.51K | 0.4% | 39 |
|
|
2023
Q4 | $897K | Hold |
18,490
| – | – | 0.44% | 38 |
|
|
2023
Q3 | $859K | Hold |
18,490
| – | – | 0.48% | 36 |
|
|
2023
Q2 | $881K | Hold |
18,490
| – | – | 0.49% | 37 |
|
|
2023
Q1 | $893K | Hold |
18,490
| – | – | 0.53% | 37 |
|
|
2022
Q4 | $884K | Hold |
18,490
| – | – | 0.57% | 37 |
|
|
2022
Q3 | $863K | Hold |
18,490
| – | – | 0.6% | 33 |
|
|
2022
Q2 | $889K | Buy |
+18,490
| New | +$889K | 0.63% | 30 |
|