ACP
DFNM icon

Aveo Capital Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Aveo Capital Partners’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
2022
Q3 		– Sell
-4,216
Closed -$203K – 276
2022
Q2 		$203K Sell
4,216
-59,458
-93% -$2.85M 0.03% 258
2022
Q1 		$3.09M Buy
+63,674
New +$3.15M 0.54% 55

Other funds holding DFNM

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWM
PBMares Wealth Management Williamsburg, Virginia $617M AUM 13.03% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Aveo Capital Partners's DFNM Position: Q3 2022 in Review

Aveo Capital Partners sold out of Dimensional National Municipal Bond ETF (DFNM) in Q3 2022, closing a stake of 4,216 shares — an estimated $203K sold.

Aveo Capital Partners first reported a position in DFNM in Q1 2022 and held it in 2 quarters. The position peaked at $3.09M in Q1 2022. 70 funds tracked by Wall St. Rank hold DFNM as of Q3 2022.

  • Aveo Capital Partners reported no remaining Dimensional National Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Aveo Capital Partners sold 4,216 Dimensional National Municipal Bond ETF shares in Q3 2022, an estimated $203K.
  • Aveo Capital Partners first reported a position in Dimensional National Municipal Bond ETF in Q1 2022 and held it in 2 quarters.
  • Aveo Capital Partners's Dimensional National Municipal Bond ETF position peaked at $3.09M in Q1 2022.
  • 70 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2022.

Based on Aveo Capital Partners's 13F filing for Q3 2022, filed 9 Nov 2022.