FFM
DFNM icon

Forum Financial Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Forum Financial 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
Q2 		– Sell
-32,514
Closed -$1.56M – 736
2024
Q1 		$1.56M Buy
32,514
+15
+0% +$724 0.03% 147
2023
Q4 		$1.58M Sell
32,499
-13,178
-29% -$622K 0.03% 115
2023
Q3 		$2.12M Sell
45,677
-3,067
-6% -$145K 0.05% 83
2023
Q2 		$2.32M Sell
48,744
-18,081
-27% -$865K 0.05% 76
2023
Q1 		$3.23M Sell
66,825
-3,778
-5% -$182K 0.09% 52
2022
Q4 		$3.38M Buy
+70,603
New +$3.34M 0.11% 46

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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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

Forum Financial Management's DFNM Position: Q2 2024 in Review

Forum Financial Management sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2024, closing a stake of 32,514 shares — an estimated $1.56M sold.

Forum Financial Management first reported a position in DFNM in Q4 2022 and held it in 6 quarters. The position peaked at $3.38M in Q4 2022. 170 funds tracked by Wall St. Rank hold DFNM as of Q2 2024.

  • Forum Financial Management reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Forum Financial Management sold 32,514 Dimensional National Municipal Bond ETF shares in Q2 2024, an estimated $1.56M.
  • Forum Financial Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and held it in 6 quarters.
  • Forum Financial Management's Dimensional National Municipal Bond ETF position peaked at $3.38M in Q4 2022.
  • 170 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2024.

Based on Forum Financial Management's 13F filing for Q2 2024, filed 30 Jul 2024.