Back to DSM

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC → DSM

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC DSM Position History

BNY Mellon Strategic Municipal Bond Fund, Inc. • Financial Services

Quarters held
5
Latest value
$63K
Q3 2026
Peak value
$74K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$71K
Q4 2025$74K
Q1 2026$72K
Q2 2026$74K
Q3 2026$63K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$63K12.1K——
Q2 2026$74K12.1K——
Q1 2026$72K12.1K——
Q4 2025$74K12.1K——
Q3 2025$71K12.1K——

Other funds holding DSM

Other SIGNATURE ESTATE & INVESTMENT ADVISORS LLC positions

GS-PD

GOLDMAN SACHS ETF TR

$552.1M
GS-PD

GOLDMAN SACHS ETF TR

$449M
VGES

VANGUARD INDEX FDS

$393.1M
VGES

VANGUARD INDEX FDS

$380.2M
VGES

VANGUARD INDEX FDS

$372.4M
VGES

VANGUARD INDEX FDS

$358.9M
VGES

VANGUARD INDEX FDS

$326.5M
GS-PD

GOLDMAN SACHS ETF TR

$321.9M