WFA
Websterrogers Financial 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 | $1.3M | Buy |
27,357
+6,168
| +29% | +$293K | 0.41% | 37 |
|
|
2025
Q1 | $1.01M | Sell |
21,189
-2,397
| -10% | -$114K | 0.34% | 41 |
|
|
2024
Q4 | $1.13M | Sell |
23,586
-300
| -1% | -$14.3K | 0.39% | 36 |
|
|
2024
Q3 | $1.16M | Buy |
23,886
+2,846
| +14% | +$138K | 0.41% | 37 |
|
|
2024
Q2 | $1.01M | Sell |
21,040
-3,160
| -13% | -$151K | 0.36% | 39 |
|
|
2024
Q1 | $1.16M | Buy |
24,200
+12,613
| +109% | +$607K | 0.41% | 37 |
|
|
2023
Q4 | $562K | Sell |
11,587
-14,309
| -55% | -$694K | 0.23% | 42 |
|
|
2023
Q3 | $1.2M | Sell |
25,896
-487
| -2% | -$22.6K | 0.53% | 30 |
|
|
2023
Q2 | $1.26M | Buy |
26,383
+4,765
| +22% | +$227K | 0.55% | 29 |
|
|
2023
Q1 | $1.04M | Sell |
21,618
-1,672
| -7% | -$80.8K | 0.48% | 30 |
|
|
2022
Q4 | $1.11M | Buy |
23,290
+4,551
| +24% | +$218K | 0.54% | 28 |
|
|
2022
Q3 | $874K | Sell |
18,739
-3,054
| -14% | -$142K | 0.46% | 26 |
|
|
2022
Q2 | $1.05M | Sell |
21,793
-83,170
| -79% | -$4M | 0.51% | 23 |
|
|
2022
Q1 | $5.08M | Buy |
+104,963
| New | +$5.08M | 2.6% | 8 |
|