Relaxing Retirement Coach’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Relaxing Retirement Coach’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 Q2	$10.6M	Sell	222,984 -1,816	-0.8%	-$86.9K	3.2%	8
2023 Q1	$10.9M	Sell	224,800 -2,797	-1%	-$134K	3.62%	7
2022 Q4	$10.9M	Sell	227,597 -15,816	-6%	-$748K	4.03%	7
2022 Q3	$11.4M	Buy	243,413 +17,744	+8%	+$854K	5.37%	5
2022 Q2	$10.8M	Buy	225,669 +35,450	+19%	+$1.7M	5.47%	6
2022 Q1	$9.22M	Buy	190,219 +53,698	+39%	+$2.65M	4.73%	7
2021 Q4	$6.88M	Buy	+136,521	New	+$6.87M	3.96%	9

Other funds holding DFNM

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

FAAM

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 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

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

RIP

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

APC

Asset Planning Corporation Knoxville, Tennessee $211M AUM 7.33% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Relaxing Retirement Coach's DFNM Position: Q2 2023 in Review

Relaxing Retirement Coach reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 0.81% in Q2 2023, selling an estimated $86.9K and leaving 222,984 shares worth $10.6M. The position accounts for 3.2% of the portfolio, ranked #8.

Relaxing Retirement Coach first reported a position in DFNM in Q4 2021 and has held it in 7 quarters since. The position peaked at $11.4M in Q3 2022. 124 funds tracked by Wall St. Rank hold DFNM as of Q2 2023.

Relaxing Retirement Coach held 222,984 shares of Dimensional National Municipal Bond ETF worth $10.6M as of Q2 2023.
Relaxing Retirement Coach sold 1,816 Dimensional National Municipal Bond ETF shares in Q2 2023, an estimated $86.9K.
Dimensional National Municipal Bond ETF made up 3.2% of Relaxing Retirement Coach's portfolio in Q2 2023, its #8 holding.
Relaxing Retirement Coach first reported a position in Dimensional National Municipal Bond ETF in Q4 2021 and has held it in 7 quarters since.
Relaxing Retirement Coach's Dimensional National Municipal Bond ETF position peaked at $11.4M in Q3 2022.
124 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.