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Howe & Rusling’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Howe & Rusling’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
-323
Closed -$15.5K – 372
2024
Q1 		$15.5K Buy
+323
New +$15.6K ﹤0.01% 328

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

Howe & Rusling's DFNM Position: Q2 2024 in Review

Howe & Rusling sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2024, closing a stake of 323 shares — an estimated $15.5K sold.

Howe & Rusling first reported a position in DFNM in Q1 2024 and held it in 1 quarter. The position peaked at $15.5K in Q1 2024. 170 funds tracked by Wall St. Rank hold DFNM as of Q2 2024.

  • Howe & Rusling reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Howe & Rusling sold 323 Dimensional National Municipal Bond ETF shares in Q2 2024, an estimated $15.5K.
  • Howe & Rusling first reported a position in Dimensional National Municipal Bond ETF in Q1 2024 and held it in 1 quarter.
  • Howe & Rusling's Dimensional National Municipal Bond ETF position peaked at $15.5K in Q1 2024.
  • 170 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2024.

Based on Howe & Rusling's 13F filing for Q2 2024, filed 14 Aug 2024.