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

Silicon Hills 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
2023 Q2	$3.78M	Sell	79,316 -13,055	-14%	-$624K	2.13%	12
2023 Q1	$4.46M	Buy	92,371 +71,131	+335%	+$3.42M	2.68%	12
2022 Q4	$1.02M	Buy	+21,240	New	+$1M	0.75%	33
2022 Q1	–	Sell	-10,517	Closed	-$530K	–	110
2021 Q4	$530K	Buy	+10,517	New	+$529K	0.33%	73

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 21.02% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

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

RIP

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

APC

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

Silicon Hills Wealth Management's DFNM Position: Q2 2023 in Review

Silicon Hills Wealth Management reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 14% in Q2 2023, selling an estimated $624K and leaving 79,316 shares worth $3.78M. The position accounts for 2.13% of the portfolio, ranked #12.

Silicon Hills Wealth Management first reported a position in DFNM in Q4 2021 and has held it in 4 quarters since. The position peaked at $4.46M in Q1 2023. 124 funds tracked by Wall St. Rank hold DFNM as of Q2 2023.

Silicon Hills Wealth Management held 79,316 shares of Dimensional National Municipal Bond ETF worth $3.78M as of Q2 2023.
Silicon Hills Wealth Management sold 13,055 Dimensional National Municipal Bond ETF shares in Q2 2023, an estimated $624K.
Dimensional National Municipal Bond ETF made up 2.13% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #12 holding.
Silicon Hills Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2021 and has held it in 4 quarters since.
Silicon Hills Wealth Management's Dimensional National Municipal Bond ETF position peaked at $4.46M in Q1 2023.
124 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.