Baldrige Asset Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Baldrige Asset 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
2023 Q1	$1.35M	Buy	28,034 +8,630	+44%	+$415K	0.56%	45
2022 Q4	$928K	Buy	19,404 +955	+5%	+$45.1K	0.41%	50
2022 Q3	$861K	Buy	18,449 +7,241	+65%	+$348K	0.41%	51
2022 Q2	$539K	Buy	11,208 +8,992	+406%	+$431K	0.25%	68
2022 Q1	$107K	Buy	+2,216	New	+$109K	0.04%	135

Other funds holding DFNM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FAAM

First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

APC

Asset Planning Corporation Knoxville, Tennessee $211M AUM 7.33% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

PWM

PBMares Wealth Management Williamsburg, Virginia $617M AUM 13.03% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return

Baldrige Asset Management's DFNM Position: Q1 2023 in Review

Baldrige Asset Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 44% in Q1 2023, buying an estimated $415K and bringing the position to 28,034 shares worth $1.35M. The position accounts for 0.56% of the portfolio, ranked #45.

Baldrige Asset Management first reported a position in DFNM in Q1 2022 and has held it in 5 quarters since. 125 funds tracked by Wall St. Rank hold DFNM as of Q1 2023.

Baldrige Asset Management held 28,034 shares of Dimensional National Municipal Bond ETF worth $1.35M as of Q1 2023.
Baldrige Asset Management bought 8,630 Dimensional National Municipal Bond ETF shares in Q1 2023, an estimated $415K.
Dimensional National Municipal Bond ETF made up 0.56% of Baldrige Asset Management's portfolio in Q1 2023, its #45 holding.
Baldrige Asset Management first reported a position in Dimensional National Municipal Bond ETF in Q1 2022 and has held it in 5 quarters since.
125 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.