Waverly 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 | $3.83M | Buy |
80,670
+5,879
| +8% | +$279K | 0.04% | 356 |
|
|
2025
Q1 | $3.56M | Sell |
74,791
-2,593
| -3% | -$123K | 0.04% | 354 |
|
|
2024
Q4 | $3.7M | Buy |
77,384
+2,504
| +3% | +$120K | 0.06% | 263 |
|
|
2024
Q3 | $3.63M | Buy |
74,880
+1,457
| +2% | +$70.7K | 0.07% | 234 |
|
|
2024
Q2 | $3.51M | Sell |
73,423
-2,212
| -3% | -$106K | 0.07% | 232 |
|
|
2024
Q1 | $3.64M | Sell |
75,635
-2,357
| -3% | -$113K | 0.09% | 180 |
|
|
2023
Q4 | $3.78M | Sell |
77,992
-899
| -1% | -$43.6K | 0.14% | 94 |
|
|
2023
Q3 | $3.67M | Sell |
78,891
-425
| -0.5% | -$19.8K | 0.16% | 96 |
|
|
2023
Q2 | $3.78M | Buy |
+79,316
| New | +$3.78M | 0.17% | 88 |
|