TWD
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True Wealth Design’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

True Wealth Design’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 		– Sell
-40,221
Closed -$1.94M – 811
2023
Q1 		$1.94M Sell
40,221
-3,898
-9% -$187K 0.81% 22
2022
Q4 		$2.11M Buy
+44,119
New +$2.09M 0.98% 19

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
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
RK
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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

True Wealth Design's DFNM Position: Q2 2023 in Review

True Wealth Design sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2023, closing a stake of 40,221 shares — an estimated $1.94M sold.

True Wealth Design first reported a position in DFNM in Q4 2022 and held it in 2 quarters. The position peaked at $2.11M in Q4 2022. 124 funds tracked by Wall St. Rank hold DFNM as of Q2 2023.

  • True Wealth Design reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • True Wealth Design sold 40,221 Dimensional National Municipal Bond ETF shares in Q2 2023, an estimated $1.94M.
  • True Wealth Design first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and held it in 2 quarters.
  • True Wealth Design's Dimensional National Municipal Bond ETF position peaked at $2.11M in Q4 2022.
  • 124 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2023.

Based on True Wealth Design's 13F filing for Q2 2023, filed 14 Aug 2023.