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

Soundmark 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
Q2 		– Sell
-18,563
Closed -$893K – 22
2024
Q1 		$893K Buy
18,563
+73
+0.4% +$3.52K 0.4% 39
2023
Q4 		$897K Hold
18,490
– – 0.44% 38
2023
Q3 		$859K Hold
18,490
– – 0.48% 36
2023
Q2 		$881K Hold
18,490
– – 0.49% 37
2023
Q1 		$893K Hold
18,490
– – 0.53% 37
2022
Q4 		$884K Hold
18,490
– – 0.57% 37
2022
Q3 		$863K Hold
18,490
– – 0.6% 33
2022
Q2 		$889K Buy
+18,490
New +$887K 0.63% 30

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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 $71.6B AUM 21.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Soundmark Wealth Management's DFNM Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2024, closing a stake of 18,563 shares — an estimated $893K sold.

Soundmark Wealth Management first reported a position in DFNM in Q2 2022 and held it in 8 quarters. The position peaked at $897K in Q4 2023. 170 funds tracked by Wall St. Rank hold DFNM as of Q2 2024.

  • Soundmark Wealth Management reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Soundmark Wealth Management sold 18,563 Dimensional National Municipal Bond ETF shares in Q2 2024, an estimated $893K.
  • Soundmark Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and held it in 8 quarters.
  • Soundmark Wealth Management's Dimensional National Municipal Bond ETF position peaked at $897K in Q4 2023.
  • 170 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.