Western Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Sell |
10,590
-675
| -6% | -$32K | 0.03% | 407 |
|
|
2025
Q1 | $536K | Sell |
11,265
-535
| -5% | -$25.5K | 0.04% | 368 |
|
|
2024
Q4 | $564K | Sell |
11,800
-2,541
| -18% | -$121K | 0.04% | 350 |
|
|
2024
Q3 | $696K | Buy |
14,341
+1,004
| +8% | +$48.7K | 0.04% | 375 |
|
|
2024
Q2 | $637K | Buy |
13,337
+347
| +3% | +$16.6K | 0.05% | 307 |
|
|
2024
Q1 | $625K | Buy |
12,990
+892
| +7% | +$42.9K | 0.05% | 314 |
|
|
2023
Q4 | $587K | Buy |
12,098
+17
| +0.1% | +$825 | 0.04% | 371 |
|
|
2023
Q3 | $561K | Buy |
12,081
+12
| +0.1% | +$558 | 0.05% | 364 |
|
|
2023
Q2 | $575K | Sell |
12,069
-6,681
| -36% | -$318K | 0.05% | 347 |
|
|
2023
Q1 | $906K | Buy |
18,750
+9,354
| +100% | +$452K | 0.08% | 252 |
|
|
2022
Q4 | $449K | Buy |
+9,396
| New | +$449K | 0.05% | 361 |
|