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B.O.S.S. Retirement Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

B.O.S.S. Retirement 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
2024
Q4 		– Sell
-4,509
Closed -$219K – 212
2024
Q3 		$219K Buy
+4,509
New +$217K 0.04% 198

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
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

B.O.S.S. Retirement Advisors's DFNM Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Dimensional National Municipal Bond ETF (DFNM) in Q4 2024, closing a stake of 4,509 shares — an estimated $219K sold.

B.O.S.S. Retirement Advisors first reported a position in DFNM in Q3 2024 and held it in 1 quarter. The position peaked at $219K in Q3 2024. 230 funds tracked by Wall St. Rank hold DFNM as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Dimensional National Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 4,509 Dimensional National Municipal Bond ETF shares in Q4 2024, an estimated $219K.
  • B.O.S.S. Retirement Advisors first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and held it in 1 quarter.
  • B.O.S.S. Retirement Advisors's Dimensional National Municipal Bond ETF position peaked at $219K in Q3 2024.
  • 230 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.