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 $4.79B AUM 16.42% 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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

BSW

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Landmark Financial Advisors's DFNM Position: Q4 2023 in Review

Landmark Financial Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 83% in Q4 2023, buying an estimated $7.23M and bringing the position to 337,148 shares worth $16.4M. The position accounts for 5.89% of the portfolio, ranked #5.

Landmark Financial Advisors first reported a position in DFNM in Q4 2022 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold DFNM as of Q4 2023.

Landmark Financial Advisors held 337,148 shares of Dimensional National Municipal Bond ETF worth $16.4M as of Q4 2023.
Landmark Financial Advisors bought 152,952 Dimensional National Municipal Bond ETF shares in Q4 2023, an estimated $7.23M.
Dimensional National Municipal Bond ETF made up 5.89% of Landmark Financial Advisors's portfolio in Q4 2023, its #5 holding.
Landmark Financial Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 5 quarters since.
165 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.