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ICA Group Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

ICA Group Wealth 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
Q1 		– Sell
-262
Closed -$12.5K – 1290
2022
Q4 		$12.5K Buy
+262
New +$12.4K ﹤0.01% 783

Other funds holding DFNM

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FAAM
First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
APC
Asset Planning Corporation Knoxville, Tennessee $211M AUM 7.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PWM
PBMares Wealth Management Williamsburg, Virginia $617M AUM 13.03% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return

ICA Group Wealth Management's DFNM Position: Q1 2023 in Review

ICA Group Wealth Management sold out of Dimensional National Municipal Bond ETF (DFNM) in Q1 2023, closing a stake of 262 shares — an estimated $12.5K sold.

ICA Group Wealth Management first reported a position in DFNM in Q4 2022 and held it in 1 quarter. The position peaked at $12.5K in Q4 2022. 125 funds tracked by Wall St. Rank hold DFNM as of Q1 2023.

  • ICA Group Wealth Management reported no remaining Dimensional National Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 262 Dimensional National Municipal Bond ETF shares in Q1 2023, an estimated $12.5K.
  • ICA Group Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and held it in 1 quarter.
  • ICA Group Wealth Management's Dimensional National Municipal Bond ETF position peaked at $12.5K in Q4 2022.
  • 125 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2023.

Based on ICA Group Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.