WP
Wealthspan Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,224
| Closed | -$201K | – | 121 |
|
|
2025
Q1 | $201K | Sell |
4,224
-5,063
| -55% | -$241K | 0.09% | 108 |
|
|
2024
Q4 | $444K | Hold |
9,287
| – | – | 0.21% | 72 |
|
|
2024
Q3 | $451K | Hold |
9,287
| – | – | 0.22% | 69 |
|
|
2024
Q2 | $444K | Sell |
9,287
-5,747
| -38% | -$275K | 0.24% | 63 |
|
|
2024
Q1 | $723K | Buy |
15,034
+1,556
| +12% | +$74.8K | 0.43% | 41 |
|
|
2023
Q4 | $654K | Hold |
13,478
| – | – | 0.46% | 38 |
|
|
2023
Q3 | $626K | Buy |
+13,478
| New | +$626K | 0.49% | 34 |
|