Vested Financial Planning’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
$8.81M Buy
185,768
+2,945
+2% +$140K 7.84% 4
2025
Q1
$8.7M Sell
182,823
-3,980
-2% -$189K 8.69% 4
2024
Q4
$8.92M Buy
+186,803
New +$8.92M 8.45% 4