Wheelhouse Advisory Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Wheelhouse Advisory Group’s Portfolio DFNM Stock Details DFNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.44M	Buy
2025 Q2	$5.64M	Buy
2025 Q1	$4.55M	Buy
2024 Q4	$1.96M	Buy
2024 Q3	$710K	Buy