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Global Trust Asset Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Global Trust Asset Management’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
-500
Closed -$23.8K – 454
2023
Q2 		$23.8K Hold
500
– – 0.01% 282
2023
Q1 		$24.2K Hold
500
– – 0.01% 267
2022
Q4 		$23.9K Sell
500
-500
-50% -$23.6K 0.01% 262
2022
Q3 		$47K Hold
1,000
– – 0.02% 218
2022
Q2 		$48K Buy
+1,000
New +$48K 0.02% 230

Other funds holding DFNM

TI
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BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FAAM
First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return

Global Trust Asset Management's DFNM Position: Q3 2023 in Review

Global Trust Asset Management sold out of Dimensional National Municipal Bond ETF (DFNM) in Q3 2023, closing a stake of 500 shares — an estimated $23.8K sold.

Global Trust Asset Management first reported a position in DFNM in Q2 2022 and held it in 5 quarters. The position peaked at $48K in Q2 2022. 138 funds tracked by Wall St. Rank hold DFNM as of Q3 2023.

  • Global Trust Asset Management reported no remaining Dimensional National Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Global Trust Asset Management sold 500 Dimensional National Municipal Bond ETF shares in Q3 2023, an estimated $23.8K.
  • Global Trust Asset Management first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and held it in 5 quarters.
  • Global Trust Asset Management's Dimensional National Municipal Bond ETF position peaked at $48K in Q2 2022.
  • 138 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2023.

Based on Global Trust Asset Management's 13F filing for Q3 2023, filed 12 Oct 2023.