Triune Financial Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.11M Buy
23,237
+5,176
+29% +$251K 0.26% 18
2025
Q4
$876K Buy
18,061
+8,621
+91% +$415K 0.2% 18
2025
Q3
$453K Buy
9,440
+3,456
+58% +$164K 0.11% 25
2025
Q2
$284K Sell
5,984
-2,455
-29% -$116K 0.08% 28
2025
Q1
$401K Buy
8,439
+48
+0.6% +$2.3K 0.13% 24
2024
Q4
$401K Sell
8,391
-2,897
-26% -$139K 0.13% 20
2024
Q3
$548K Buy
11,288
+75
+0.7% +$3.62K 0.17% 15
2024
Q2
$536K Buy
11,213
+74
+0.7% +$3.54K 0.18% 15
2024
Q1
$536K Buy
11,139
+52
+0.5% +$2.51K 0.19% 16
2023
Q4
$538K Buy
11,087
+87
+0.8% +$4.11K 0.2% 14
2023
Q3
$511K Buy
11,000
+61
+0.6% +$2.89K 0.21% 15
2023
Q2
$521K Buy
10,939
+56
+0.5% +$2.68K 0.21% 14
2023
Q1
$526K Sell
10,883
-10,392
-49% -$500K 0.23% 13
2022
Q4
$1.02M Buy
+21,275
New +$1.01M 0.48% 12

Other funds holding DFNM