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

Avior 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
2024
Q2 		– Sell
-3,562
Closed -$171K – 2646
2024
Q1 		$171K Buy
+3,562
New +$172K 0.01% 761

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Avior Wealth Management's DFNM Position: Q2 2024 in Review

Avior Wealth Management sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2024, closing a stake of 3,562 shares — an estimated $171K sold.

Avior Wealth Management first reported a position in DFNM in Q1 2024 and held it in 1 quarter. The position peaked at $171K in Q1 2024. 170 funds tracked by Wall St. Rank hold DFNM as of Q2 2024.

  • Avior Wealth Management reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 3,562 Dimensional National Municipal Bond ETF shares in Q2 2024, an estimated $171K.
  • Avior Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Dimensional National Municipal Bond ETF position peaked at $171K in Q1 2024.
  • 170 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.