WA
Wealthstream Advisors’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 |
-12,647
| Closed | -$602K | – | 186 |
|
|
2025
Q1 | $602K | Hold |
12,647
| – | – | 0.11% | 69 |
|
|
2024
Q4 | $604K | Buy |
12,647
+1,023
| +9% | +$48.9K | 0.11% | 72 |
|
|
2024
Q3 | $564K | Hold |
11,624
| – | – | 0.1% | 73 |
|
|
2024
Q2 | $555K | Buy |
11,624
+732
| +7% | +$35K | 0.2% | 68 |
|
|
2024
Q1 | $524K | Buy |
10,892
+912
| +9% | +$43.9K | 0.2% | 71 |
|
|
2023
Q4 | $484K | Buy |
9,980
+3,573
| +56% | +$173K | 0.2% | 70 |
|
|
2023
Q3 | $298K | Hold |
6,407
| – | – | 0.15% | 75 |
|
|
2023
Q2 | $305K | Sell |
6,407
-14,104
| -69% | -$672K | 0.16% | 69 |
|
|
2023
Q1 | $991K | Buy |
20,511
+5,906
| +40% | +$285K | 0.59% | 24 |
|
|
2022
Q4 | $698K | Hold |
14,605
| – | – | 0.46% | 32 |
|
|
2022
Q3 | $681K | Buy |
+14,605
| New | +$681K | 0.73% | 21 |
|