FWI
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Facet Wealth Inc’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Facet Wealth Inc’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
Q3 		– Sell
-15,953
Closed -$757K – 97
2023
Q2 		$757K Buy
15,953
+196
+1% +$9.38K 0.04% 53
2023
Q1 		$761K Buy
15,757
+65
+0.4% +$3.13K 0.05% 42
2022
Q4 		$758K Buy
15,692
+164
+1% +$7.75K 0.05% 37
2022
Q3 		$723K Buy
+15,528
New +$747K 0.05% 41

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FAAM
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SFA
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MW
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RK
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AWM
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GLLW
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RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return

Facet Wealth Inc's DFNM Position: Q3 2023 in Review

Facet Wealth Inc sold out of Dimensional National Municipal Bond ETF (DFNM) in Q3 2023, closing a stake of 15,953 shares — an estimated $757K sold.

Facet Wealth Inc first reported a position in DFNM in Q3 2022 and held it in 4 quarters. The position peaked at $761K in Q1 2023. 138 funds tracked by Wall St. Rank hold DFNM as of Q3 2023.

  • Facet Wealth Inc reported no remaining Dimensional National Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Facet Wealth Inc sold 15,953 Dimensional National Municipal Bond ETF shares in Q3 2023, an estimated $757K.
  • Facet Wealth Inc first reported a position in Dimensional National Municipal Bond ETF in Q3 2022 and held it in 4 quarters.
  • Facet Wealth Inc's Dimensional National Municipal Bond ETF position peaked at $761K in Q1 2023.
  • 138 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2023.

Based on Facet Wealth Inc's 13F filing for Q3 2023, filed 1 Nov 2023.