SwitchPoint Financial Planning’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
2025 Q2	$1.62M	Sell	34,125 -4,195	-11%	-$199K	1.33%	21
2025 Q1	$1.82M	Sell	38,320 -4,921	-11%	-$234K	1.73%	16
2024 Q4	$2.07M	Buy	+43,241	New	+$2.07M	1.98%	13