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

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

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

Pathstone Family Office Englewood, New Jersey $12.8B AUM 21.02% 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

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

RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return