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Sterling Wealth Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Sterling Wealth Advisors’s Portfolio DFNM Stock Details DFNM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$858K Buy
18,086
+564
+3% +$26.8K 0.61% 13
2025
Q1 		$834K Sell
17,522
-424
-2% -$20.2K 0.64% 13
2024
Q4 		$857K Buy
+17,946
New +$857K 0.67% 13