Teamwork Financial Advisors’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
-5,520
Closed -$265K 153
2024
Q1
$265K Sell
5,520
-2,359
-30% -$113K 0.04% 155
2023
Q4
$382K Buy
7,879
+200
+3% +$9.7K 0.07% 125
2023
Q3
$357K Buy
+7,679
New +$357K 0.06% 147