Lido Advisors
DFNM icon

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

Lido 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
2024
Q3 		– Sell
-61,500
Closed -$2.94M – 1493
2024
Q2 		$2.94M Buy
+61,500
New +$2.94M 0.02% 373

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Lido Advisors's DFNM Position: Q3 2024 in Review

Lido Advisors sold out of Dimensional National Municipal Bond ETF (DFNM) in Q3 2024, closing a stake of 61,500 shares — an estimated $2.94M sold.

Lido Advisors first reported a position in DFNM in Q2 2024 and held it in 1 quarter. The position peaked at $2.94M in Q2 2024. 191 funds tracked by Wall St. Rank hold DFNM as of Q3 2024.

  • Lido Advisors reported no remaining Dimensional National Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Lido Advisors sold 61,500 Dimensional National Municipal Bond ETF shares in Q3 2024, an estimated $2.94M.
  • Lido Advisors first reported a position in Dimensional National Municipal Bond ETF in Q2 2024 and held it in 1 quarter.
  • Lido Advisors's Dimensional National Municipal Bond ETF position peaked at $2.94M in Q2 2024.
  • 191 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2024.

Based on Lido Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.