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Laurel Wealth Advisors (California)’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$560K Buy
11,708
+3,744
+47% +$177K 0.06% 336
2022
Q3 		$371K Buy
7,964
+30
+0.4% +$1.44K 0.04% 415
2022
Q2 		$381K Buy
7,934
+17
+0.2% +$815 0.04% 430
2022
Q1 		$384K Buy
7,917
+456
+6% +$22.5K 0.03% 506
2021
Q4 		$376K Buy
+7,461
New +$376K 0.03% 552

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
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
APC
Asset Planning Corporation Knoxville, Tennessee $211M AUM 7.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 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
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Laurel Wealth Advisors (California)'s DFNM Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Dimensional National Municipal Bond ETF (DFNM) stake by 47% in Q4 2022, buying an estimated $177K and bringing the position to 11,708 shares worth $560K. The position accounts for 0.06% of the portfolio, ranked #336.

Laurel Wealth Advisors (California) first reported a position in DFNM in Q4 2021 and has held it in 5 quarters since. 108 funds tracked by Wall St. Rank hold DFNM as of Q4 2022.

  • Laurel Wealth Advisors (California) held 11,708 shares of Dimensional National Municipal Bond ETF worth $560K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 3,744 Dimensional National Municipal Bond ETF shares in Q4 2022, an estimated $177K.
  • Dimensional National Municipal Bond ETF made up 0.06% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #336 holding.
  • Laurel Wealth Advisors (California) first reported a position in Dimensional National Municipal Bond ETF in Q4 2021 and has held it in 5 quarters since.
  • 108 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.