SIS
Strategic Investment Solutions’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 | $517K | Sell |
10,909
-17,802
| -62% | -$844K | 0.16% | 84 |
|
|
2025
Q1 | $1.37M | Sell |
28,711
-4,889
| -15% | -$233K | 0.4% | 44 |
|
|
2024
Q4 | $1.86M | Buy |
33,600
+4,509
| +15% | +$249K | 0.62% | 32 |
|
|
2024
Q3 | $1.41M | Sell |
29,091
-71
| -0.2% | -$3.45K | 0.42% | 44 |
|
|
2024
Q2 | $1.4M | Buy |
+29,162
| New | +$1.4M | 0.45% | 40 |
|
|
2023
Q4 | $1.36M | Sell |
28,004
-175,511
| -86% | -$8.51M | 0.24% | 60 |
|
|
2023
Q3 | $9.64M | Buy |
203,515
+197,665
| +3,379% | +$9.36M | 0.12% | 95 |
|
|
2023
Q2 | $278K | Sell |
5,850
-24,622
| -81% | -$1.17M | 0.06% | 110 |
|
|
2023
Q1 | $1.47M | Sell |
30,472
-3,737
| -11% | -$181K | 0.29% | 58 |
|
|
2022
Q4 | $1.67M | Buy |
+34,209
| New | +$1.67M | 0.82% | 29 |
|