Triad Financial Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Triad Financial Advisors’s Portfolio DFNM Stock Details DFNM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.16M	Sell
2023 Q2	$1.29M	Buy
2023 Q1	$1.31M	Buy
2022 Q4	$1.09M	Buy
2022 Q3	$1M	Buy
2022 Q2	$267K	Sell
2022 Q1	$363K	Buy