AAS
DFNM icon

Ameritas Advisory Services’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Ameritas Advisory Services’s Portfolio DFNM Stock Details DFNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,422
Closed -$68.7K – 1004
2023
Q1 		$68.7K Buy
+1,422
New +$68.4K ﹤0.01% 1139

Other funds holding DFNM

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FAAM
First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
APC
Asset Planning Corporation Knoxville, Tennessee $211M AUM 7.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Ameritas Advisory Services's DFNM Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2023, closing a stake of 1,422 shares — an estimated $68.7K sold.

Ameritas Advisory Services first reported a position in DFNM in Q1 2023 and held it in 1 quarter. The position peaked at $68.7K in Q1 2023. 124 funds tracked by Wall St. Rank hold DFNM as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,422 Dimensional National Municipal Bond ETF shares in Q2 2023, an estimated $68.7K.
  • Ameritas Advisory Services first reported a position in Dimensional National Municipal Bond ETF in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Dimensional National Municipal Bond ETF position peaked at $68.7K in Q1 2023.
  • 124 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.