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CPWM LLC’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

CPWM LLC’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 		$3.08M Buy
65,939
+2,064
+3% +$99.3K 0.29% 61
2022
Q2 		$3.07M Buy
+63,875
New +$3.06M 0.27% 62

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 20.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

CPWM LLC's DFNM Position: Q3 2022 in Review

CPWM LLC increased its Dimensional National Municipal Bond ETF (DFNM) stake by 3.2% in Q3 2022, buying an estimated $99.3K and bringing the position to 65,939 shares worth $3.08M. The position accounts for 0.29% of the portfolio, ranked #61.

CPWM LLC first reported a position in DFNM in Q2 2022 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold DFNM as of Q3 2022.

  • CPWM LLC held 65,939 shares of Dimensional National Municipal Bond ETF worth $3.08M as of Q3 2022.
  • CPWM LLC bought 2,064 Dimensional National Municipal Bond ETF shares in Q3 2022, an estimated $99.3K.
  • Dimensional National Municipal Bond ETF made up 0.29% of CPWM LLC's portfolio in Q3 2022, its #61 holding.
  • CPWM LLC first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2022.

Based on CPWM LLC's 13F filing for Q3 2022, filed 14 Nov 2022.