SWM
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SpringVest 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
2025
Q2
$539K Hold
11,374
0.44% 35
2025
Q1
$541K Hold
11,374
0.45% 34
2024
Q4
$543K Buy
+11,374
New +$543K 0.47% 33