Wescott Financial Advisory Group’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
Q2 | $3.75M | Sell |
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|
2025
Q1 | $3.79M | Sell |
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|
2024
Q4 | $4.31M | Sell |
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|
2024
Q3 | $4.4M | Buy |
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|
2024
Q2 | $4.33M | Sell |
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|
2024
Q1 | $4.38M | Sell |
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|
2023
Q4 | $4.53M | Sell |
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|
2023
Q3 | $4.92M | Sell |
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|
2023
Q2 | $5.26M | Sell |
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|
2023
Q1 | $8.24M | Sell |
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|
2022
Q4 | $9.03M | Buy |
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