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Parcion Private Wealth’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Parcion Private Wealth’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 		– Sell
-11,908
Closed -$556K – 199
2022
Q3 		$556K Hold
11,908
– – 0.06% 140
2022
Q2 		$578K Hold
11,908
– – 0.06% 149
2022
Q1 		$577K Buy
+11,908
New +$588K 0.05% 133

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

Parcion Private Wealth's DFNM Position: Q4 2022 in Review

Parcion Private Wealth sold out of Dimensional National Municipal Bond ETF (DFNM) in Q4 2022, closing a stake of 11,908 shares — an estimated $556K sold.

Parcion Private Wealth first reported a position in DFNM in Q1 2022 and held it in 3 quarters. The position peaked at $578K in Q2 2022. 108 funds tracked by Wall St. Rank hold DFNM as of Q4 2022.

  • Parcion Private Wealth reported no remaining Dimensional National Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Parcion Private Wealth sold 11,908 Dimensional National Municipal Bond ETF shares in Q4 2022, an estimated $556K.
  • Parcion Private Wealth first reported a position in Dimensional National Municipal Bond ETF in Q1 2022 and held it in 3 quarters.
  • Parcion Private Wealth's Dimensional National Municipal Bond ETF position peaked at $578K in Q2 2022.
  • 108 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2022.

Based on Parcion Private Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.