Raymond James & Associates’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Raymond James & Associates’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	$906K	Buy	+18,661	New	+$900K	﹤0.01%	2754

Other funds holding DFNM

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B 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 Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

Raymond James & Associates's DFNM Position: Q3 2024 in Review

Raymond James & Associates opened a new position in Dimensional National Municipal Bond ETF (DFNM) in Q3 2024: 18,661 shares worth $906K. The stake represents ﹤0.01% of the portfolio and ranks #2754 among its holdings.

191 funds tracked by Wall St. Rank hold DFNM as of Q3 2024.

Raymond James & Associates held 18,661 shares of Dimensional National Municipal Bond ETF worth $906K as of Q3 2024.
Dimensional National Municipal Bond ETF was a new Raymond James & Associates position in Q3 2024.
Dimensional National Municipal Bond ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2754 holding.
191 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.