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Signature Estate & Investment Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Signature Estate & Investment 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
2023
Q2 		– Sell
-6,212
Closed -$300K – 178
2023
Q1 		$300K Sell
6,212
-93,706
-94% -$4.51M 0.01% 149
2022
Q4 		$4.78M Buy
+99,918
New +$4.72M 0.17% 57

Other funds holding DFNM

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FAAM
First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
APC
Asset Planning Corporation Knoxville, Tennessee $211M AUM 7.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Signature Estate & Investment Advisors's DFNM Position: Q2 2023 in Review

Signature Estate & Investment Advisors sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2023, closing a stake of 6,212 shares — an estimated $300K sold.

Signature Estate & Investment Advisors first reported a position in DFNM in Q4 2022 and held it in 2 quarters. The position peaked at $4.78M in Q4 2022. 124 funds tracked by Wall St. Rank hold DFNM as of Q2 2023.

  • Signature Estate & Investment Advisors reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 6,212 Dimensional National Municipal Bond ETF shares in Q2 2023, an estimated $300K.
  • Signature Estate & Investment Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and held it in 2 quarters.
  • Signature Estate & Investment Advisors's Dimensional National Municipal Bond ETF position peaked at $4.78M in Q4 2022.
  • 124 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2023.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.