Wealth Enhancement Advisory Services’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 | $18.2M | Sell |
383,826
-36,288
| -9% | -$1.72M | 0.03% | 445 |
|
|
2025
Q1 | $20M | Sell |
420,114
-84,918
| -17% | -$4.04M | 0.04% | 396 |
|
|
2024
Q4 | $24.1M | Buy |
505,032
+16,074
| +3% | +$768K | 0.05% | 336 |
|
|
2024
Q3 | $23.7M | Buy |
488,958
+12,541
| +3% | +$609K | 0.05% | 320 |
|
|
2024
Q2 | $22.8M | Buy |
476,417
+3,887
| +0.8% | +$186K | 0.05% | 307 |
|
|
2024
Q1 | $22.7M | Buy |
472,530
+372,239
| +371% | +$17.9M | 0.06% | 296 |
|
|
2023
Q4 | $4.87M | Buy |
100,291
+14,792
| +17% | +$718K | 0.01% | 618 |
|
|
2023
Q3 | $3.97M | Buy |
+85,499
| New | +$3.97M | 0.01% | 639 |
|