SIG
DFNM icon

Spinnaker Investment Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Spinnaker Investment Group’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 		– Sell
-14,740
Closed -$704K – 93
2024
Q2 		$704K Buy
14,740
+309
+2% +$14.8K 0.19% 38
2024
Q1 		$694K Buy
14,431
+4,248
+42% +$205K 0.19% 40
2023
Q4 		$494K Sell
10,183
-31,328
-75% -$1.48M 0.15% 52
2023
Q3 		$1.93M Buy
41,511
+6,761
+19% +$320K 0.65% 18
2023
Q2 		$1.66M Buy
34,750
+25,539
+277% +$1.22M 0.55% 19
2023
Q1 		$445K Buy
9,211
+1,015
+12% +$48.8K 0.16% 52
2022
Q4 		$392K Buy
8,196
+39
+0.5% +$1.84K 0.14% 56
2022
Q3 		$380K Buy
8,157
+3,435
+73% +$165K 0.15% 54
2022
Q2 		$227K Buy
+4,722
New +$226K 0.09% 70

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
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
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
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

Spinnaker Investment Group's DFNM Position: Q3 2024 in Review

Spinnaker Investment Group sold out of Dimensional National Municipal Bond ETF (DFNM) in Q3 2024, closing a stake of 14,740 shares — an estimated $704K sold.

Spinnaker Investment Group first reported a position in DFNM in Q2 2022 and held it in 9 quarters. The position peaked at $1.93M in Q3 2023. 191 funds tracked by Wall St. Rank hold DFNM as of Q3 2024.

  • Spinnaker Investment Group reported no remaining Dimensional National Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Spinnaker Investment Group sold 14,740 Dimensional National Municipal Bond ETF shares in Q3 2024, an estimated $704K.
  • Spinnaker Investment Group first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and held it in 9 quarters.
  • Spinnaker Investment Group's Dimensional National Municipal Bond ETF position peaked at $1.93M in Q3 2023.
  • 191 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2024.

Based on Spinnaker Investment Group's 13F filing for Q3 2024, filed 6 Nov 2024.