Triad 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.16M | Sell |
24,918
-2,266
| -8% | -$105K | 0.41% | 27 |
|
|
2023
Q2 | $1.29M | Buy |
27,184
+1
| +0% | +$48 | 0.53% | 24 |
|
|
2023
Q1 | $1.31M | Buy |
27,183
+4,387
| +19% | +$212K | 0.57% | 26 |
|
|
2022
Q4 | $1.09M | Buy |
22,796
+1,281
| +6% | +$61.2K | 0.49% | 25 |
|
|
2022
Q3 | $1M | Buy |
21,515
+15,961
| +287% | +$745K | 0.55% | 21 |
|
|
2022
Q2 | $267K | Sell |
5,554
-1,945
| -26% | -$93.5K | 0.15% | 82 |
|
|
2022
Q1 | $363K | Buy |
+7,499
| New | +$363K | 0.19% | 70 |
|