WFAG
Wescott Financial Advisory Group’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 | $3.75M | Sell |
79,108
-593
| -0.7% | -$28.1K | 0.36% | 42 |
|
|
2025
Q1 | $3.79M | Sell |
79,701
-10,437
| -12% | -$496K | 0.39% | 42 |
|
|
2024
Q4 | $4.31M | Sell |
90,138
-566
| -0.6% | -$27K | 0.45% | 38 |
|
|
2024
Q3 | $4.4M | Buy |
90,704
+40
| +0% | +$1.94K | 0.47% | 38 |
|
|
2024
Q2 | $4.33M | Sell |
90,664
-376
| -0.4% | -$18K | 0.5% | 35 |
|
|
2024
Q1 | $4.38M | Sell |
91,040
-2,248
| -2% | -$108K | 0.54% | 35 |
|
|
2023
Q4 | $4.53M | Sell |
93,288
-12,485
| -12% | -$606K | 0.63% | 31 |
|
|
2023
Q3 | $4.92M | Sell |
105,773
-4,604
| -4% | -$214K | 0.9% | 24 |
|
|
2023
Q2 | $5.26M | Sell |
110,377
-60,144
| -35% | -$2.86M | 0.93% | 23 |
|
|
2023
Q1 | $8.24M | Sell |
170,521
-18,445
| -10% | -$891K | 1.79% | 14 |
|
|
2022
Q4 | $9.03M | Buy |
+188,966
| New | +$9.03M | 1.95% | 13 |
|