Triune Financial Partners’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 | $284K | Sell |
5,984
-2,455
| -29% | -$116K | 0.08% | 28 |
|
|
2025
Q1 | $401K | Buy |
8,439
+48
| +0.6% | +$2.28K | 0.13% | 24 |
|
|
2024
Q4 | $401K | Sell |
8,391
-2,897
| -26% | -$138K | 0.13% | 20 |
|
|
2024
Q3 | $548K | Buy |
11,288
+75
| +0.7% | +$3.64K | 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% | +$2.5K | 0.19% | 16 |
|
|
2023
Q4 | $538K | Buy |
11,087
+87
| +0.8% | +$4.22K | 0.2% | 14 |
|
|
2023
Q3 | $511K | Buy |
11,000
+61
| +0.6% | +$2.84K | 0.21% | 15 |
|
|
2023
Q2 | $521K | Buy |
10,939
+56
| +0.5% | +$2.67K | 0.21% | 14 |
|
|
2023
Q1 | $526K | Sell |
10,883
-10,392
| -49% | -$502K | 0.23% | 13 |
|
|
2022
Q4 | $1.02M | Buy |
+21,275
| New | +$1.02M | 0.48% | 12 |
|