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Clearstead Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Clearstead Advisors’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
Q3 		– Sell
-87
Closed -$4.16K – 2056
2024
Q2 		$4.16K Hold
87
– – ﹤0.01% 1712
2024
Q1 		$4.17K Hold
87
– – ﹤0.01% 1203
2023
Q4 		$4.22K Buy
+87
New +$4.11K ﹤0.01% 1184

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

Clearstead Advisors's DFNM Position: Q3 2024 in Review

Clearstead Advisors sold out of Dimensional National Municipal Bond ETF (DFNM) in Q3 2024, closing a stake of 87 shares — an estimated $4.16K sold.

Clearstead Advisors first reported a position in DFNM in Q4 2023 and held it in 3 quarters. The position peaked at $4.22K in Q4 2023. 191 funds tracked by Wall St. Rank hold DFNM as of Q3 2024.

  • Clearstead Advisors reported no remaining Dimensional National Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Clearstead Advisors sold 87 Dimensional National Municipal Bond ETF shares in Q3 2024, an estimated $4.16K.
  • Clearstead Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and held it in 3 quarters.
  • Clearstead Advisors's Dimensional National Municipal Bond ETF position peaked at $4.22K in Q4 2023.
  • 191 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2024.

Based on Clearstead Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.