WP
WMS Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,505
| Closed | -$502K | – | 73 |
|
|
2024
Q4 | $502K | Hold |
10,505
| – | – | 0.03% | 186 |
|
|
2024
Q3 | $510K | Hold |
10,505
| – | – | 0.03% | 178 |
|
|
2024
Q2 | $502K | Hold |
10,505
| – | – | 0.03% | 153 |
|
|
2024
Q1 | $505K | Hold |
10,505
| – | – | 0.03% | 162 |
|
|
2023
Q4 | $510K | Buy |
+10,505
| New | +$510K | 0.04% | 158 |
|