TIAM2
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Tru Independence Asset Management 2’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Tru Independence Asset Management 2’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
2025
Q1 		– Sell
-5,031
Closed -$240K – 92
2024
Q4 		$240K Buy
+5,031
New +$242K 0.2% 71

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BHWM
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FPAS
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SFA
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MW
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Tru Independence Asset Management 2's DFNM Position: Q1 2025 in Review

Tru Independence Asset Management 2 sold out of Dimensional National Municipal Bond ETF (DFNM) in Q1 2025, closing a stake of 5,031 shares — an estimated $240K sold.

Tru Independence Asset Management 2 first reported a position in DFNM in Q4 2024 and held it in 1 quarter. The position peaked at $240K in Q4 2024. 238 funds tracked by Wall St. Rank hold DFNM as of Q1 2025.

  • Tru Independence Asset Management 2 reported no remaining Dimensional National Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 5,031 Dimensional National Municipal Bond ETF shares in Q1 2025, an estimated $240K.
  • Tru Independence Asset Management 2 first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Dimensional National Municipal Bond ETF position peaked at $240K in Q4 2024.
  • 238 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2025.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2025, filed 30 Apr 2025.