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

Ruedi 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
-10,940
Closed -$531K – 338
2024
Q3 		$531K Hold
10,940
– – 0.18% 31
2024
Q2 		$523K Buy
+10,940
New +$523K 0.21% 31

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SFA
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Ruedi Wealth Management's DFNM Position: Q4 2024 in Review

Ruedi Wealth Management sold out of Dimensional National Municipal Bond ETF (DFNM) in Q4 2024, closing a stake of 10,940 shares — an estimated $531K sold.

Ruedi Wealth Management first reported a position in DFNM in Q2 2024 and held it in 2 quarters. The position peaked at $531K in Q3 2024. 230 funds tracked by Wall St. Rank hold DFNM as of Q4 2024.

  • Ruedi Wealth Management reported no remaining Dimensional National Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 10,940 Dimensional National Municipal Bond ETF shares in Q4 2024, an estimated $531K.
  • Ruedi Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q2 2024 and held it in 2 quarters.
  • Ruedi Wealth Management's Dimensional National Municipal Bond ETF position peaked at $531K in Q3 2024.
  • 230 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2024.

Based on Ruedi Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.