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Buckingham Strategic Wealth’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$57.1M Buy
1,196,198
+272,408
+29% +$13M 0.59% 30
2024
Q1 		$44.4M Buy
923,790
+218,243
+31% +$10.5M 0.47% 34
2023
Q4 		$34.2M Buy
705,547
+683,991
+3,173% +$32.3M 0.41% 36
2023
Q3 		$1M Buy
+21,556
New +$1.02M 0.01% 291

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 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
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
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

Buckingham Strategic Wealth's DFNM Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Dimensional National Municipal Bond ETF (DFNM) stake by 29% in Q2 2024, buying an estimated $13M and bringing the position to 1,196,198 shares worth $57.1M. The position accounts for 0.59% of the portfolio, ranked #30.

Buckingham Strategic Wealth first reported a position in DFNM in Q3 2023 and has held it in 4 quarters since. 170 funds tracked by Wall St. Rank hold DFNM as of Q2 2024.

  • Buckingham Strategic Wealth held 1,196,198 shares of Dimensional National Municipal Bond ETF worth $57.1M as of Q2 2024.
  • Buckingham Strategic Wealth bought 272,408 Dimensional National Municipal Bond ETF shares in Q2 2024, an estimated $13M.
  • Dimensional National Municipal Bond ETF made up 0.59% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #30 holding.
  • Buckingham Strategic Wealth first reported a position in Dimensional National Municipal Bond ETF in Q3 2023 and has held it in 4 quarters since.
  • 170 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.