AWM
DFNM icon

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

Aspire Wealth Management’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
Q3 		– Sell
-472
Closed -$22.5K – 186
2023
Q2 		$22.5K Hold
472
– – 0.02% 145
2023
Q1 		$22.8K Buy
+472
New +$22.7K 0.02% 142

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Aspire Wealth Management's DFNM Position: Q3 2023 in Review

Aspire Wealth Management sold out of Dimensional National Municipal Bond ETF (DFNM) in Q3 2023, closing a stake of 472 shares — an estimated $22.5K sold.

Aspire Wealth Management first reported a position in DFNM in Q1 2023 and held it in 2 quarters. The position peaked at $22.8K in Q1 2023. 138 funds tracked by Wall St. Rank hold DFNM as of Q3 2023.

  • Aspire Wealth Management reported no remaining Dimensional National Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Aspire Wealth Management sold 472 Dimensional National Municipal Bond ETF shares in Q3 2023, an estimated $22.5K.
  • Aspire Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q1 2023 and held it in 2 quarters.
  • Aspire Wealth Management's Dimensional National Municipal Bond ETF position peaked at $22.8K in Q1 2023.
  • 138 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2023.

Based on Aspire Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.