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Chico Wealth RIA’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Chico Wealth RIA’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
Q1 		– Sell
-59,105
Closed -$2.83M – 25
2022
Q4 		$2.83M Hold
59,105
– – 3.16% 5
2022
Q3 		$2.76M Sell
59,105
-332,426
-85% -$16M 3.2% 6
2022
Q2 		$18.8M Buy
391,531
+71,912
+22% +$3.45M 15.3% 2
2022
Q1 		$15.5M Buy
+319,619
New +$15.8M 12.41% 3

Other funds holding DFNM

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
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
APC
Asset Planning Corporation Knoxville, Tennessee $211M AUM 7.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PWM
PBMares Wealth Management Williamsburg, Virginia $617M AUM 13.03% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

Chico Wealth RIA's DFNM Position: Q1 2023 in Review

Chico Wealth RIA sold out of Dimensional National Municipal Bond ETF (DFNM) in Q1 2023, closing a stake of 59,105 shares — an estimated $2.83M sold.

Chico Wealth RIA first reported a position in DFNM in Q1 2022 and held it in 4 quarters. The position peaked at $18.8M in Q2 2022. 125 funds tracked by Wall St. Rank hold DFNM as of Q1 2023.

  • Chico Wealth RIA reported no remaining Dimensional National Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Chico Wealth RIA sold 59,105 Dimensional National Municipal Bond ETF shares in Q1 2023, an estimated $2.83M.
  • Chico Wealth RIA first reported a position in Dimensional National Municipal Bond ETF in Q1 2022 and held it in 4 quarters.
  • Chico Wealth RIA's Dimensional National Municipal Bond ETF position peaked at $18.8M in Q2 2022.
  • 125 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2023.

Based on Chico Wealth RIA's 13F filing for Q1 2023, filed 11 May 2023.