RGF
DFNM icon

Retirement Guys Formula’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Retirement Guys Formula’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 		– Sell
-9,161
Closed -$426K – 130
2023
Q3 		$426K Sell
9,161
-637
-7% -$30.1K 0.3% 100
2023
Q2 		$467K Hold
9,798
– – 0.27% 99
2023
Q1 		$473K Hold
9,798
– – 0.34% 90
2022
Q4 		$468K Buy
+9,798
New +$463K 0.38% 87

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 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
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Retirement Guys Formula's DFNM Position: Q4 2023 in Review

Retirement Guys Formula sold out of Dimensional National Municipal Bond ETF (DFNM) in Q4 2023, closing a stake of 9,161 shares — an estimated $426K sold.

Retirement Guys Formula first reported a position in DFNM in Q4 2022 and held it in 4 quarters. The position peaked at $473K in Q1 2023. 165 funds tracked by Wall St. Rank hold DFNM as of Q4 2023.

  • Retirement Guys Formula reported no remaining Dimensional National Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Retirement Guys Formula sold 9,161 Dimensional National Municipal Bond ETF shares in Q4 2023, an estimated $426K.
  • Retirement Guys Formula first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and held it in 4 quarters.
  • Retirement Guys Formula's Dimensional National Municipal Bond ETF position peaked at $473K in Q1 2023.
  • 165 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2023.

Based on Retirement Guys Formula's 13F filing for Q4 2023, filed 22 Jan 2024.