WFA
West 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 | $8.89M | Buy |
187,521
+3,844
| +2% | +$182K | 1.55% | 15 |
|
|
2025
Q1 | $8.74M | Buy |
183,677
+10,562
| +6% | +$502K | 1.66% | 15 |
|
|
2024
Q4 | $8.27M | Sell |
173,115
-11,019
| -6% | -$526K | 1.59% | 15 |
|
|
2024
Q3 | $8.94M | Buy |
184,134
+7,202
| +4% | +$350K | 1.72% | 15 |
|
|
2024
Q2 | $8.45M | Buy |
176,932
+8,936
| +5% | +$427K | 1.75% | 15 |
|
|
2024
Q1 | $8.08M | Buy |
167,996
+1,441
| +0.9% | +$69.3K | 1.73% | 15 |
|
|
2023
Q4 | $8.08M | Sell |
166,555
-2,030
| -1% | -$98.5K | 1.84% | 15 |
|
|
2023
Q3 | $7.83M | Buy |
+168,585
| New | +$7.83M | 1.97% | 15 |
|
|
2022
Q4 | – | Sell |
-10,142
| Closed | -$473K | – | 176 |
|
|
2022
Q3 | $473K | Buy |
+10,142
| New | +$473K | 0.14% | 38 |
|