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Forvis Mazars Wealth Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Forvis Mazars Wealth Advisors’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
Q3 		– Sell
-10,387
Closed -$495K – 391
2023
Q2 		$495K Sell
10,387
-10,481
-50% -$501K 0.01% 294
2023
Q1 		$1.01M Sell
20,868
-526
-2% -$25.3K 0.03% 204
2022
Q4 		$1.02M Buy
21,394
+2,821
+15% +$133K 0.04% 199
2022
Q3 		$866K Buy
18,573
+6,773
+57% +$326K 0.04% 206
2022
Q2 		$567K Buy
+11,800
New +$566K 0.02% 233

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FAAM
First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
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
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors's DFNM Position: Q3 2023 in Review

Forvis Mazars Wealth Advisors sold out of Dimensional National Municipal Bond ETF (DFNM) in Q3 2023, closing a stake of 10,387 shares — an estimated $495K sold.

Forvis Mazars Wealth Advisors first reported a position in DFNM in Q2 2022 and held it in 5 quarters. The position peaked at $1.02M in Q4 2022. 138 funds tracked by Wall St. Rank hold DFNM as of Q3 2023.

  • Forvis Mazars Wealth Advisors reported no remaining Dimensional National Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 10,387 Dimensional National Municipal Bond ETF shares in Q3 2023, an estimated $495K.
  • Forvis Mazars Wealth Advisors first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and held it in 5 quarters.
  • Forvis Mazars Wealth Advisors's Dimensional National Municipal Bond ETF position peaked at $1.02M in Q4 2022.
  • 138 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2023.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.