DFC
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DBK Financial Counsel’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

DBK Financial Counsel’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
Q4 		– Sell
-5,234
Closed -$244K – 42
2022
Q3 		$244K Buy
5,234
+134
+3% +$6.45K 0.42% 38
2022
Q2 		$245K Buy
+5,100
New +$245K 0.4% 37

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
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
APC
Asset Planning Corporation Knoxville, Tennessee $211M AUM 7.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 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
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

DBK Financial Counsel's DFNM Position: Q4 2022 in Review

DBK Financial Counsel sold out of Dimensional National Municipal Bond ETF (DFNM) in Q4 2022, closing a stake of 5,234 shares — an estimated $244K sold.

DBK Financial Counsel first reported a position in DFNM in Q2 2022 and held it in 2 quarters. The position peaked at $245K in Q2 2022. 108 funds tracked by Wall St. Rank hold DFNM as of Q4 2022.

  • DBK Financial Counsel reported no remaining Dimensional National Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • DBK Financial Counsel sold 5,234 Dimensional National Municipal Bond ETF shares in Q4 2022, an estimated $244K.
  • DBK Financial Counsel first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and held it in 2 quarters.
  • DBK Financial Counsel's Dimensional National Municipal Bond ETF position peaked at $245K in Q2 2022.
  • 108 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2022.

Based on DBK Financial Counsel's 13F filing for Q4 2022, filed 17 Jan 2023.