Websterrogers Financial Advisors’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
Q3 | $1.58M | Buy |
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|
2025
Q2 | $1.3M | Buy |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q4 | $562K | Sell |
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|
2023
Q3 | $1.2M | Sell |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.04M | Sell |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $874K | Sell |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $5.08M | Buy |
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