LNC
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Lincoln National Corp’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Lincoln National Corp’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
Q2 		– Sell
-40,844
Closed -$1.96M – 261
2024
Q1 		$1.96M Buy
40,844
+3,266
+9% +$158K 0.03% 337
2023
Q4 		$1.82M Buy
37,578
+901
+2% +$42.6K 0.03% 309
2023
Q3 		$1.7M Buy
36,677
+5,823
+19% +$275K 0.03% 285
2023
Q2 		$1.47M Buy
30,854
+2,988
+11% +$143K 0.03% 317
2023
Q1 		$1.35M Buy
27,866
+21,180
+317% +$1.02M 0.03% 321
2022
Q4 		$320K Buy
6,686
+2,200
+49% +$104K 0.01% 684
2022
Q3 		$209K Buy
+4,486
New +$216K 0.01% 803

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Lincoln National Corp's DFNM Position: Q2 2024 in Review

Lincoln National Corp sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2024, closing a stake of 40,844 shares — an estimated $1.96M sold.

Lincoln National Corp first reported a position in DFNM in Q3 2022 and held it in 7 quarters. The position peaked at $1.96M in Q1 2024. 170 funds tracked by Wall St. Rank hold DFNM as of Q2 2024.

  • Lincoln National Corp reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 40,844 Dimensional National Municipal Bond ETF shares in Q2 2024, an estimated $1.96M.
  • Lincoln National Corp first reported a position in Dimensional National Municipal Bond ETF in Q3 2022 and held it in 7 quarters.
  • Lincoln National Corp's Dimensional National Municipal Bond ETF position peaked at $1.96M in Q1 2024.
  • 170 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.