Rockefeller Capital Management
DFNM icon

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

Rockefeller 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
2025
Q1 		– Sell
-13,779
Closed -$658K – 1676
2024
Q4 		$658K Buy
+13,779
New +$663K ﹤0.01% 1392

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Rockefeller Capital Management's DFNM Position: Q1 2025 in Review

Rockefeller Capital Management sold out of Dimensional National Municipal Bond ETF (DFNM) in Q1 2025, closing a stake of 13,779 shares — an estimated $658K sold.

Rockefeller Capital Management first reported a position in DFNM in Q4 2024 and held it in 1 quarter. The position peaked at $658K in Q4 2024. 238 funds tracked by Wall St. Rank hold DFNM as of Q1 2025.

  • Rockefeller Capital Management reported no remaining Dimensional National Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Rockefeller Capital Management sold 13,779 Dimensional National Municipal Bond ETF shares in Q1 2025, an estimated $658K.
  • Rockefeller Capital Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and held it in 1 quarter.
  • Rockefeller Capital Management's Dimensional National Municipal Bond ETF position peaked at $658K in Q4 2024.
  • 238 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2025.

Based on Rockefeller Capital Management's 13F filing for Q1 2025, filed 14 May 2025.