PCM
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Penserra Capital Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Penserra Capital 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
2024
Q1 		– Sell
-153
Closed -$7K – 1284
2023
Q4 		$7K Buy
+153
New +$7.23K ﹤0.01% 1102

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GM
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BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Penserra Capital Management's DFNM Position: Q1 2024 in Review

Penserra Capital Management sold out of Dimensional National Municipal Bond ETF (DFNM) in Q1 2024, closing a stake of 153 shares — an estimated $7K sold.

Penserra Capital Management first reported a position in DFNM in Q4 2023 and held it in 1 quarter. The position peaked at $7K in Q4 2023. 163 funds tracked by Wall St. Rank hold DFNM as of Q1 2024.

  • Penserra Capital Management reported no remaining Dimensional National Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Penserra Capital Management sold 153 Dimensional National Municipal Bond ETF shares in Q1 2024, an estimated $7K.
  • Penserra Capital Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and held it in 1 quarter.
  • Penserra Capital Management's Dimensional National Municipal Bond ETF position peaked at $7K in Q4 2023.
  • 163 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2024.

Based on Penserra Capital Management's 13F filing for Q1 2024, filed 15 May 2024.