RCM
DFNM icon

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

Richardson 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
-500
Closed -$24.3K – 150
2023
Q4 		$24.3K Buy
+500
New +$23.6K 0.02% 77

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
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

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

Richardson Capital Management sold out of Dimensional National Municipal Bond ETF (DFNM) in Q1 2024, closing a stake of 500 shares — an estimated $24.3K sold.

Richardson Capital Management first reported a position in DFNM in Q4 2023 and held it in 1 quarter. The position peaked at $24.3K in Q4 2023. 163 funds tracked by Wall St. Rank hold DFNM as of Q1 2024.

  • Richardson Capital Management reported no remaining Dimensional National Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Richardson Capital Management sold 500 Dimensional National Municipal Bond ETF shares in Q1 2024, an estimated $24.3K.
  • Richardson Capital Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and held it in 1 quarter.
  • Richardson Capital Management's Dimensional National Municipal Bond ETF position peaked at $24.3K in Q4 2023.
  • 163 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2024.

Based on Richardson Capital Management's 13F filing for Q1 2024, filed 17 Apr 2024.