Triad Financial Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Triad Financial Advisors’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 Q3	$1.16M	Sell	24,918 -2,266	-8%	-$107K	0.41%	27
2023 Q2	$1.29M	Buy	27,184 +1	+0%	+$48	0.53%	24
2023 Q1	$1.31M	Buy	27,183 +4,387	+19%	+$211K	0.57%	26
2022 Q4	$1.09M	Buy	22,796 +1,281	+6%	+$60.5K	0.49%	25
2022 Q3	$1M	Buy	21,515 +15,961	+287%	+$768K	0.55%	21
2022 Q2	$267K	Sell	5,554 -1,945	-26%	-$93.3K	0.15%	82
2022 Q1	$363K	Buy	+7,499	New	+$370K	0.19%	70

Other funds holding DFNM

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

FAAM

First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

AWM

Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

RIP

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

Triad Financial Advisors's DFNM Position: Q3 2023 in Review

Triad Financial Advisors reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 8.3% in Q3 2023, selling an estimated $107K and leaving 24,918 shares worth $1.16M. The position accounts for 0.41% of the portfolio, ranked #27.

Triad Financial Advisors first reported a position in DFNM in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.31M in Q1 2023. 138 funds tracked by Wall St. Rank hold DFNM as of Q3 2023.

Triad Financial Advisors held 24,918 shares of Dimensional National Municipal Bond ETF worth $1.16M as of Q3 2023.
Triad Financial Advisors sold 2,266 Dimensional National Municipal Bond ETF shares in Q3 2023, an estimated $107K.
Dimensional National Municipal Bond ETF made up 0.41% of Triad Financial Advisors's portfolio in Q3 2023, its #27 holding.
Triad Financial Advisors first reported a position in Dimensional National Municipal Bond ETF in Q1 2022 and has held it in 7 quarters since.
Triad Financial Advisors's Dimensional National Municipal Bond ETF position peaked at $1.31M in Q1 2023.
138 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.