WPWealth LLP

Position in DFNM — Dimensional National Municipal Bond ETF

CIK 1950118 FORT WORTH, TX

Back to DFNM Full portfolio

All Filings in DFNM

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 DFNM	$1,362,554	28,428	+8.5%	Shares	Sole	2026-05-12
2025-12-31 DFNM	$1,262,583	26,211	+7.8%	Shares	Sole	2026-02-13
2025-09-30 DFNM	$1,166,873	24,320	+15.6%	Shares	Sole	2025-11-12
2025-06-30 DFNM	$997,452	21,030	+10.2%	Shares	Sole	2025-08-11
2025-03-31 DFNM	$907,873	19,085	-2.2%	Shares	Sole	2025-08-11
2024-12-31 DFNM	$932,327	19,517	-12.1%	Shares	Sole	2025-02-13
2024-09-30 DFNM	$1,077,685	22,202	-1.5%	Shares	Sole	2024-11-13
2024-06-30 DFNM	$1,076,783	22,541	+106.2%	Shares	Sole	2024-08-08
2024-03-31 DFNM	$525,816	10,934	-4.0%	Shares	Sole	2024-05-16
2023-12-31 DFNM	$552,480	11,389	-3.7%	Shares	Sole	2024-02-09
2023-09-30 DFNM	$549,554	11,826	-2.2%	Shares	Sole	2023-10-12
2023-06-30 DFNM	$576,227	12,098	-1.1%	Shares	Sole	2023-10-12
2023-03-31 DFNM	$590,940	12,231	+103.6%	Shares	Sole	2023-05-12
2022-12-31 DFNM	$287,242	6,008	—	Shares	Sole	2023-01-31
No filing history on record for this holder in this stock.