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Financial Strategies Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Financial Strategies Group’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 		– Sell
-9,162
Closed -$440K – 79
2022
Q2 		$440K Buy
+9,162
New +$439K 0.18% 58

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 21.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Financial Strategies Group's DFNM Position: Q3 2022 in Review

Financial Strategies Group sold out of Dimensional National Municipal Bond ETF (DFNM) in Q3 2022, closing a stake of 9,162 shares — an estimated $440K sold.

Financial Strategies Group first reported a position in DFNM in Q2 2022 and held it in 1 quarter. The position peaked at $440K in Q2 2022. 70 funds tracked by Wall St. Rank hold DFNM as of Q3 2022.

  • Financial Strategies Group reported no remaining Dimensional National Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Financial Strategies Group sold 9,162 Dimensional National Municipal Bond ETF shares in Q3 2022, an estimated $440K.
  • Financial Strategies Group first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and held it in 1 quarter.
  • Financial Strategies Group's Dimensional National Municipal Bond ETF position peaked at $440K in Q2 2022.
  • 70 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2022.

Based on Financial Strategies Group's 13F filing for Q3 2022, filed 26 Oct 2022.