WPWealth’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 | $997K | Buy |
21,030
+1,945
| +10% | +$92.3K | 0.18% | 42 |
|
|
2025
Q1 | $908K | Sell |
19,085
-432
| -2% | -$20.6K | 0.18% | 40 |
|
|
2024
Q4 | $932K | Sell |
19,517
-2,685
| -12% | -$128K | 0.19% | 37 |
|
|
2024
Q3 | $1.08M | Sell |
22,202
-339
| -2% | -$16.5K | 0.22% | 31 |
|
|
2024
Q2 | $1.08M | Buy |
22,541
+11,607
| +106% | +$554K | 0.26% | 27 |
|
|
2024
Q1 | $526K | Sell |
10,934
-455
| -4% | -$21.9K | 0.14% | 39 |
|
|
2023
Q4 | $552K | Sell |
11,389
-437
| -4% | -$21.2K | 0.17% | 35 |
|
|
2023
Q3 | $550K | Sell |
11,826
-272
| -2% | -$12.6K | 0.21% | 31 |
|
|
2023
Q2 | $576K | Sell |
12,098
-133
| -1% | -$6.34K | 0.25% | 32 |
|
|
2023
Q1 | $591K | Buy |
12,231
+6,223
| +104% | +$301K | 0.27% | 28 |
|
|
2022
Q4 | $287K | Buy |
+6,008
| New | +$287K | 0.15% | 31 |
|