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Plante Moran Financial Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Plante Moran Financial 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
-331
Closed -$15.8K – 885
2024
Q2 		$15.8K Buy
+331
New +$15.8K ﹤0.01% 514

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FG
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GM
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BHWM
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MW
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RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
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AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

Plante Moran Financial Advisors's DFNM Position: Q3 2024 in Review

Plante Moran Financial Advisors sold out of Dimensional National Municipal Bond ETF (DFNM) in Q3 2024, closing a stake of 331 shares — an estimated $15.8K sold.

Plante Moran Financial Advisors first reported a position in DFNM in Q2 2024 and held it in 1 quarter. The position peaked at $15.8K in Q2 2024. 191 funds tracked by Wall St. Rank hold DFNM as of Q3 2024.

  • Plante Moran Financial Advisors reported no remaining Dimensional National Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 331 Dimensional National Municipal Bond ETF shares in Q3 2024, an estimated $15.8K.
  • Plante Moran Financial Advisors first reported a position in Dimensional National Municipal Bond ETF in Q2 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Dimensional National Municipal Bond ETF position peaked at $15.8K in Q2 2024.
  • 191 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.