United Wealth Management’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
$5.1M Buy
107,625
+7,911
+8% +$375K 1.48% 13
2025
Q1
$4.74M Buy
99,714
+3,443
+4% +$164K 1.49% 13
2024
Q4
$4.6M Buy
+96,271
New +$4.6M 1.55% 13