Wealthspan Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$201K Sell
2024
Q4
$444K Hold
2024
Q3
$451K Hold
2024
Q2
$444K Sell
2024
Q1
$723K Buy
2023
Q4
$654K Hold
2023
Q3
$626K Buy