White Wing 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 | $1.07M | Buy |
22,638
+554
| +3% | +$26.3K | 0.73% | 15 |
|
|
2025
Q1 | $1.04M | Sell |
22,084
-5,459
| -20% | -$257K | 0.81% | 15 |
|
|
2024
Q4 | $1.32M | Sell |
27,543
-1,509
| -5% | -$72.1K | 0.98% | 15 |
|
|
2024
Q3 | $1.41M | Buy |
29,052
+1,721
| +6% | +$83.5K | 1.09% | 15 |
|
|
2024
Q2 | $1.31M | Buy |
27,331
+4,277
| +19% | +$204K | 1.04% | 15 |
|
|
2024
Q1 | $1.11M | Buy |
23,054
+5,729
| +33% | +$275K | 0.92% | 20 |
|
|
2023
Q4 | $840K | Buy |
+17,325
| New | +$840K | 0.77% | 16 |
|