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Householder Group Estate & Retirement Specialist’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Householder Group Estate & Retirement Specialist’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
-341
Closed -$16.4K – 1227
2024
Q1 		$16.4K Hold
341
– – ﹤0.01% 714
2023
Q4 		$16K Hold
341
– – 0.01% 673
2023
Q3 		$15.8K Buy
+341
New +$16.1K 0.01% 684

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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 $3.18B AUM 21.22% 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 $34.3B AUM 27.35% 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 $79.5B AUM 27.1% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DFNM Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2024, closing a stake of 341 shares — an estimated $16.4K sold.

Householder Group Estate & Retirement Specialist first reported a position in DFNM in Q3 2023 and held it in 3 quarters. The position peaked at $16.4K in Q1 2024. 170 funds tracked by Wall St. Rank hold DFNM as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 341 Dimensional National Municipal Bond ETF shares in Q2 2024, an estimated $16.4K.
  • Householder Group Estate & Retirement Specialist first reported a position in Dimensional National Municipal Bond ETF in Q3 2023 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's Dimensional National Municipal Bond ETF position peaked at $16.4K in Q1 2024.
  • 170 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.