Vestia Personal Wealth Advisors’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	$5.49M	Sell	115,657 -5,756	-5%	-$273K	3.76%	8
2025 Q1	$5.78M	Buy	121,413 +5,422	+5%	+$258K	4.57%	6
2024 Q4	$5.54M	Buy	115,991 +53,801	+87%	+$2.57M	4.56%	6
2024 Q3	$3.02M	Buy	62,190 +9,995	+19%	+$485K	2.84%	9
2024 Q2	$2.49M	Buy	+52,195	New	+$2.49M	2.66%	10