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R.H. Bluestein & Co’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

R.H. Bluestein & Co’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
Q3 		– Sell
-8,795
Closed -$423K – 349
2022
Q2 		$423K Buy
+8,795
New +$422K 0.03% 184

Other funds holding DFNM

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWM
PBMares Wealth Management Williamsburg, Virginia $617M AUM 13.03% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

R.H. Bluestein & Co's DFNM Position: Q3 2022 in Review

R.H. Bluestein & Co sold out of Dimensional National Municipal Bond ETF (DFNM) in Q3 2022, closing a stake of 8,795 shares — an estimated $423K sold.

R.H. Bluestein & Co first reported a position in DFNM in Q2 2022 and held it in 1 quarter. The position peaked at $423K in Q2 2022. 70 funds tracked by Wall St. Rank hold DFNM as of Q3 2022.

  • R.H. Bluestein & Co reported no remaining Dimensional National Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
  • R.H. Bluestein & Co sold 8,795 Dimensional National Municipal Bond ETF shares in Q3 2022, an estimated $423K.
  • R.H. Bluestein & Co first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and held it in 1 quarter.
  • R.H. Bluestein & Co's Dimensional National Municipal Bond ETF position peaked at $423K in Q2 2022.
  • 70 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2022.

Based on R.H. Bluestein & Co's 13F filing for Q3 2022, filed 14 Nov 2022.