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Proffitt & Goodson’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Proffitt & Goodson’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
Q4 		– Sell
-298
Closed -$14.5K – 270
2024
Q3 		$14.5K Buy
+298
New +$14.4K ﹤0.01% 205

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 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
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 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

Proffitt & Goodson's DFNM Position: Q4 2024 in Review

Proffitt & Goodson sold out of Dimensional National Municipal Bond ETF (DFNM) in Q4 2024, closing a stake of 298 shares — an estimated $14.5K sold.

Proffitt & Goodson first reported a position in DFNM in Q3 2024 and held it in 1 quarter. The position peaked at $14.5K in Q3 2024. 230 funds tracked by Wall St. Rank hold DFNM as of Q4 2024.

  • Proffitt & Goodson reported no remaining Dimensional National Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Proffitt & Goodson sold 298 Dimensional National Municipal Bond ETF shares in Q4 2024, an estimated $14.5K.
  • Proffitt & Goodson first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and held it in 1 quarter.
  • Proffitt & Goodson's Dimensional National Municipal Bond ETF position peaked at $14.5K in Q3 2024.
  • 230 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2024.

Based on Proffitt & Goodson's 13F filing for Q4 2024, filed 5 Feb 2025.