Fidelity Investments
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Fidelity Investments’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Fidelity Investments’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
Q2 		– Sell
-1
Closed -$48 – 5415
2024
Q1 		$48 Sell
1
-87
-99% -$4.2K ﹤0.01% 5045
2023
Q4 		$4.27K Buy
88
+87
+8,700% +$4.11K ﹤0.01% 4495
2023
Q3 		$46 Buy
+1
New +$47 ﹤0.01% 4947

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Fidelity Investments's DFNM Position: Q2 2024 in Review

Fidelity Investments sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2024, closing a stake of 1 share — an estimated $48 sold.

Fidelity Investments first reported a position in DFNM in Q3 2023 and held it in 3 quarters. The position peaked at $4.27K in Q4 2023. 170 funds tracked by Wall St. Rank hold DFNM as of Q2 2024.

  • Fidelity Investments reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Dimensional National Municipal Bond ETF share in Q2 2024, an estimated $48.
  • Fidelity Investments first reported a position in Dimensional National Municipal Bond ETF in Q3 2023 and held it in 3 quarters.
  • Fidelity Investments's Dimensional National Municipal Bond ETF position peaked at $4.27K in Q4 2023.
  • 170 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2024.

Based on Fidelity Investments's 13F filing for Q2 2024, filed 13 Aug 2024.