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Planning Center Inc’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Planning Center Inc’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
2023
Q2 		– Sell
-4,139
Closed -$201K – 72
2023
Q1 		$201K Buy
+4,139
New +$199K 0.06% 62

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RIP
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APC
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MG
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Planning Center Inc's DFNM Position: Q2 2023 in Review

Planning Center Inc sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2023, closing a stake of 4,139 shares — an estimated $201K sold.

Planning Center Inc first reported a position in DFNM in Q1 2023 and held it in 1 quarter. The position peaked at $201K in Q1 2023. 124 funds tracked by Wall St. Rank hold DFNM as of Q2 2023.

  • Planning Center Inc reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Planning Center Inc sold 4,139 Dimensional National Municipal Bond ETF shares in Q2 2023, an estimated $201K.
  • Planning Center Inc first reported a position in Dimensional National Municipal Bond ETF in Q1 2023 and held it in 1 quarter.
  • Planning Center Inc's Dimensional National Municipal Bond ETF position peaked at $201K in Q1 2023.
  • 124 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2023.

Based on Planning Center Inc's 13F filing for Q2 2023, filed 20 Jul 2023.