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Simplicity Solutions’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Simplicity Solutions’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 		$398K Sell
8,203
-2,070
-20% -$97.8K 0.01% 743
2023
Q3 		$477K Buy
10,273
+1,322
+15% +$62.5K 0.02% 612
2023
Q2 		$426K Buy
8,951
+1,361
+18% +$65.1K 0.01% 710
2023
Q1 		$367K Buy
+7,590
New +$365K 0.01% 781

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

Simplicity Solutions's DFNM Position: Q4 2023 in Review

Simplicity Solutions reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 20% in Q4 2023, selling an estimated $97.8K and leaving 8,203 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #743.

Simplicity Solutions first reported a position in DFNM in Q1 2023 and has held it in 4 quarters since. The position peaked at $477K in Q3 2023. 165 funds tracked by Wall St. Rank hold DFNM as of Q4 2023.

  • Simplicity Solutions held 8,203 shares of Dimensional National Municipal Bond ETF worth $398K as of Q4 2023.
  • Simplicity Solutions sold 2,070 Dimensional National Municipal Bond ETF shares in Q4 2023, an estimated $97.8K.
  • Dimensional National Municipal Bond ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #743 holding.
  • Simplicity Solutions first reported a position in Dimensional National Municipal Bond ETF in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's Dimensional National Municipal Bond ETF position peaked at $477K in Q3 2023.
  • 165 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.