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Rockwood Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Rockwood Wealth Management’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
-9,053
Closed -$439K – 99
2024
Q3 		$439K Sell
9,053
-283
-3% -$13.6K 0.05% 54
2024
Q2 		$446K Sell
9,336
-946
-9% -$45.2K 0.05% 54
2024
Q1 		$494K Sell
10,282
-777
-7% -$37.5K 0.06% 51
2023
Q4 		$536K Sell
11,059
-2,359
-18% -$111K 0.08% 45
2023
Q3 		$624K Sell
13,418
-5,769
-30% -$273K 0.1% 37
2023
Q2 		$914K Sell
19,187
-1,685
-8% -$80.6K 0.16% 30
2023
Q1 		$1.01M Sell
20,872
-8,261
-28% -$397K 0.2% 27
2022
Q4 		$1.39M Sell
29,133
-16,915
-37% -$799K 0.33% 22
2022
Q3 		$2.15M Buy
46,048
+28,282
+159% +$1.36M 0.69% 15
2022
Q2 		$854K Buy
+17,766
New +$852K 0.4% 20

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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 $3.18B AUM 21.22% 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 $79.5B AUM 27.1% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Rockwood Wealth Management's DFNM Position: Q4 2024 in Review

Rockwood Wealth Management sold out of Dimensional National Municipal Bond ETF (DFNM) in Q4 2024, closing a stake of 9,053 shares — an estimated $439K sold.

Rockwood Wealth Management first reported a position in DFNM in Q2 2022 and held it in 10 quarters. The position peaked at $2.15M in Q3 2022. 231 funds tracked by Wall St. Rank hold DFNM as of Q4 2024.

  • Rockwood Wealth Management reported no remaining Dimensional National Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Rockwood Wealth Management sold 9,053 Dimensional National Municipal Bond ETF shares in Q4 2024, an estimated $439K.
  • Rockwood Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and held it in 10 quarters.
  • Rockwood Wealth Management's Dimensional National Municipal Bond ETF position peaked at $2.15M in Q3 2022.
  • 231 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2024.

Based on Rockwood Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.