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Goepper Burkhardt’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Goepper Burkhardt’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 		– Sell
-5,500
Closed -$256K – 80
2023
Q3 		$256K Hold
5,500
– – 0.16% 54
2023
Q2 		$262K Hold
5,500
– – 0.16% 57
2023
Q1 		$266K Buy
+5,500
New +$264K 0.17% 56

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 $440M AUM 17.66% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Goepper Burkhardt's DFNM Position: Q4 2023 in Review

Goepper Burkhardt sold out of Dimensional National Municipal Bond ETF (DFNM) in Q4 2023, closing a stake of 5,500 shares — an estimated $256K sold.

Goepper Burkhardt first reported a position in DFNM in Q1 2023 and held it in 3 quarters. The position peaked at $266K in Q1 2023. 165 funds tracked by Wall St. Rank hold DFNM as of Q4 2023.

  • Goepper Burkhardt reported no remaining Dimensional National Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Goepper Burkhardt sold 5,500 Dimensional National Municipal Bond ETF shares in Q4 2023, an estimated $256K.
  • Goepper Burkhardt first reported a position in Dimensional National Municipal Bond ETF in Q1 2023 and held it in 3 quarters.
  • Goepper Burkhardt's Dimensional National Municipal Bond ETF position peaked at $266K in Q1 2023.
  • 165 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2023.

Based on Goepper Burkhardt's 13F filing for Q4 2023, filed 12 Feb 2024.