YWM
DFNM icon

Yardley Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Yardley Wealth Management’s Portfolio DFNM Stock Details DFNM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$13.3M Sell
280,206
-17,080
-6% -$810K 7.27% 4
2025
Q1 		$14.1M Sell
297,286
-11,569
-4% -$550K 8.33% 3
2024
Q4 		$14.8M Buy
308,855
+56,550
+22% +$2.71M 7.18% 3
2024
Q3 		$12.2M Buy
+252,305
New +$12.2M 7.26% 4