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Waypoint Capital Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Waypoint Capital 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
2024
Q2 		– Sell
-6,902
Closed -$332K – 122
2024
Q1 		$332K Hold
6,902
– – 0.09% 98
2023
Q4 		$335K Hold
6,902
– – 0.1% 98
2023
Q3 		$321K Sell
6,902
-1,877
-21% -$88.8K 0.11% 95
2023
Q2 		$418K Hold
8,779
– – 0.13% 97
2023
Q1 		$424K Hold
8,779
– – 0.14% 94
2022
Q4 		$420K Hold
8,779
– – 0.15% 92
2022
Q3 		$410K Buy
+8,779
New +$422K 0.18% 76

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 $20.1B AUM 24.77% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Waypoint Capital Advisors's DFNM Position: Q2 2024 in Review

Waypoint Capital Advisors sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2024, closing a stake of 6,902 shares — an estimated $332K sold.

Waypoint Capital Advisors first reported a position in DFNM in Q3 2022 and held it in 7 quarters. The position peaked at $424K in Q1 2023. 170 funds tracked by Wall St. Rank hold DFNM as of Q2 2024.

  • Waypoint Capital Advisors reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Waypoint Capital Advisors sold 6,902 Dimensional National Municipal Bond ETF shares in Q2 2024, an estimated $332K.
  • Waypoint Capital Advisors first reported a position in Dimensional National Municipal Bond ETF in Q3 2022 and held it in 7 quarters.
  • Waypoint Capital Advisors's Dimensional National Municipal Bond ETF position peaked at $424K in Q1 2023.
  • 170 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2024.

Based on Waypoint Capital Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.