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Herold Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Herold Advisors’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
Q2 		– Sell
-1,520
Closed -$73.7K – 289
2022
Q1 		$73.7K Buy
+1,520
New +$75.1K 0.03% 315

Other funds holding DFNM

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWR
Chico Wealth RIA Chico, California $164M AUM 24.86% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PWM
PBMares Wealth Management Williamsburg, Virginia $617M AUM 13.03% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 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

Herold Advisors's DFNM Position: Q2 2022 in Review

Herold Advisors sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2022, closing a stake of 1,520 shares — an estimated $73.7K sold.

Herold Advisors first reported a position in DFNM in Q1 2022 and held it in 1 quarter. The position peaked at $73.7K in Q1 2022. 59 funds tracked by Wall St. Rank hold DFNM as of Q2 2022.

  • Herold Advisors reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 1,520 Dimensional National Municipal Bond ETF shares in Q2 2022, an estimated $73.7K.
  • Herold Advisors first reported a position in Dimensional National Municipal Bond ETF in Q1 2022 and held it in 1 quarter.
  • Herold Advisors's Dimensional National Municipal Bond ETF position peaked at $73.7K in Q1 2022.
  • 59 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.