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Annapolis Financial Services’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Annapolis Financial Services’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 		$316K Hold
6,520
– – 0.09% 79
2024
Q2 		$311K Buy
6,520
+2,653
+69% +$127K 0.1% 77
2024
Q1 		$186K Sell
3,867
-22,083
-85% -$1.07M 0.06% 90
2023
Q4 		$1.26M Buy
25,950
+11,942
+85% +$564K 0.32% 64
2023
Q3 		$651K Sell
14,008
-618
-4% -$29.2K 0.19% 73
2023
Q2 		$697K Buy
14,626
+1,669
+13% +$79.8K 0.2% 71
2023
Q1 		$626K Buy
12,957
+5,084
+65% +$244K 0.19% 73
2022
Q4 		$376K Buy
7,873
+7,559
+2,407% +$357K 0.12% 89
2022
Q3 		$15K Buy
+314
New +$15.1K 0.01% 287

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 $71.6B AUM 21.08% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

Annapolis Financial Services's DFNM Position: Q3 2024 in Review

Annapolis Financial Services held its Dimensional National Municipal Bond ETF (DFNM) position steady in Q3 2024 at 6,520 shares worth $316K. The position accounts for 0.09% of the portfolio, ranked #79.

Annapolis Financial Services first reported a position in DFNM in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.26M in Q4 2023. 191 funds tracked by Wall St. Rank hold DFNM as of Q3 2024.

  • Annapolis Financial Services held 6,520 shares of Dimensional National Municipal Bond ETF worth $316K as of Q3 2024.
  • Annapolis Financial Services left its Dimensional National Municipal Bond ETF share count unchanged in Q3 2024.
  • Dimensional National Municipal Bond ETF made up 0.09% of Annapolis Financial Services's portfolio in Q3 2024, its #79 holding.
  • Annapolis Financial Services first reported a position in Dimensional National Municipal Bond ETF in Q3 2022 and has held it in 9 quarters since.
  • Annapolis Financial Services's Dimensional National Municipal Bond ETF position peaked at $1.26M in Q4 2023.
  • 191 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.