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Thrive Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Thrive Wealth 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
Q3 		– Sell
-8,002
Closed -$382K – 218
2024
Q2 		$382K Buy
+8,002
New +$382K 0.07% 144

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Thrive Wealth Management's DFNM Position: Q3 2024 in Review

Thrive Wealth Management sold out of Dimensional National Municipal Bond ETF (DFNM) in Q3 2024, closing a stake of 8,002 shares — an estimated $382K sold.

Thrive Wealth Management first reported a position in DFNM in Q2 2024 and held it in 1 quarter. The position peaked at $382K in Q2 2024. 191 funds tracked by Wall St. Rank hold DFNM as of Q3 2024.

  • Thrive Wealth Management reported no remaining Dimensional National Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Thrive Wealth Management sold 8,002 Dimensional National Municipal Bond ETF shares in Q3 2024, an estimated $382K.
  • Thrive Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q2 2024 and held it in 1 quarter.
  • Thrive Wealth Management's Dimensional National Municipal Bond ETF position peaked at $382K in Q2 2024.
  • 191 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2024.

Based on Thrive Wealth Management's 13F filing for Q3 2024, filed 4 Oct 2024.