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Bridgeworth’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Bridgeworth’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
Q4 		$609K Buy
+12,548
New +$593K 0.06% 94

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
FAAM
First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Bridgeworth's DFNM Position: Q4 2023 in Review

Bridgeworth opened a new position in Dimensional National Municipal Bond ETF (DFNM) in Q4 2023: 12,548 shares worth $609K. The stake represents 0.06% of the portfolio and ranks #94 among its holdings.

165 funds tracked by Wall St. Rank hold DFNM as of Q4 2023.

  • Bridgeworth held 12,548 shares of Dimensional National Municipal Bond ETF worth $609K as of Q4 2023.
  • Dimensional National Municipal Bond ETF was a new Bridgeworth position in Q4 2023.
  • Dimensional National Municipal Bond ETF made up 0.06% of Bridgeworth's portfolio in Q4 2023, its #94 holding.
  • 165 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.