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

Belpointe 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
2024
Q4 		– Sell
-6
Closed -$299 – 881
2024
Q3 		$299 Hold
6
– – ﹤0.01% 913
2024
Q2 		$292 Buy
+6
New +$287 ﹤0.01% 837
2024
Q1 		– Sell
-17,523
Closed -$850K – 795
2023
Q4 		$850K Buy
17,523
+11,863
+210% +$560K 0.07% 244
2023
Q3 		$263K Hold
5,660
– – 0.03% 521
2023
Q2 		$270K Buy
5,660
+5,124
+956% +$245K 0.03% 493
2023
Q1 		$25.9K Hold
536
– – ﹤0.01% 2155
2022
Q4 		$25.6K Buy
+536
New +$25.3K ﹤0.01% 2006

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

Belpointe Asset Management's DFNM Position: Q4 2024 in Review

Belpointe Asset Management sold out of Dimensional National Municipal Bond ETF (DFNM) in Q4 2024, closing a stake of 6 shares — an estimated $299 sold.

Belpointe Asset Management first reported a position in DFNM in Q4 2022 and held it in 7 quarters. The position peaked at $850K in Q4 2023. 230 funds tracked by Wall St. Rank hold DFNM as of Q4 2024.

  • Belpointe Asset Management reported no remaining Dimensional National Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 6 Dimensional National Municipal Bond ETF shares in Q4 2024, an estimated $299.
  • Belpointe Asset Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and held it in 7 quarters.
  • Belpointe Asset Management's Dimensional National Municipal Bond ETF position peaked at $850K in Q4 2023.
  • 230 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2024.

Based on Belpointe Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.