Wheelhouse Advisory Group’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	$5.64M	Buy	119,012 +23,373	+24%	+$1.11M	2.78%	13
2025 Q1	$4.55M	Buy	95,639 +54,579	+133%	+$2.6M	2.6%	13
2024 Q4	$1.96M	Buy	41,060 +26,429	+181%	+$1.26M	1.16%	13
2024 Q3	$710K	Buy	+14,631	New	+$710K	0.46%	21