Landmark Financial Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Landmark Financial 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 Q4	$16.4M	Buy	337,148 +152,952	+83%	+$7.23M	5.89%	5
2023 Q3	$8.56M	Buy	184,196 +95,298	+107%	+$4.51M	3.48%	11
2023 Q2	$4.23M	Buy	88,898 +21,984	+33%	+$1.05M	1.74%	16
2023 Q1	$3.23M	Buy	66,914 +9,756	+17%	+$469K	1.42%	17
2022 Q4	$2.73M	Buy	+57,158	New	+$2.7M	1.26%	21

Other funds holding DFNM

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.32B AUM 14.62% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

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