Waverly Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Waverly Advisors’s Portfolio DFNM Stock Details DFNM Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.62M	Sell
2025 Q2	$3.83M	Buy
2025 Q1	$3.56M	Sell
2024 Q4	$3.7M	Buy
2024 Q3	$3.63M	Buy
2024 Q2	$3.51M	Sell
2024 Q1	$3.64M	Sell
2023 Q4	$3.78M	Sell
2023 Q3	$3.67M	Sell
2023 Q2	$3.78M	Buy