2L
DFNM icon

25 LLC’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

25 LLC’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
2026
Q1 		$9.97M Buy
208,063
+5,462
+3% +$265K 3.07% 11
2025
Q4 		$9.76M Buy
202,601
+138,229
+215% +$6.66M 3.1% 11
2025
Q3 		$3.09M Buy
64,372
+6,252
+11% +$297K 1.05% 13
2025
Q2 		$2.76M Buy
58,120
+18,872
+48% +$892K 1.01% 13
2025
Q1 		$1.87M Sell
39,248
-1,493
-4% -$71.5K 0.77% 15
2024
Q4 		$1.95M Buy
40,741
+25,202
+162% +$1.21M 0.82% 16
2024
Q3 		$754K Buy
15,539
+183
+1% +$8.82K 0.33% 23
2024
Q2 		$734K Buy
15,356
+3,289
+27% +$157K 0.35% 23
2024
Q1 		$580K Sell
12,067
-2,688
-18% -$130K 0.28% 27
2023
Q4 		$716K Buy
14,755
+6,461
+78% +$305K 0.37% 23
2023
Q3 		$385K Buy
8,294
+171
+2% +$8.09K 0.24% 29
2023
Q2 		$388K Buy
8,123
+274
+3% +$13.1K 0.21% 29
2023
Q1 		$377K Buy
+7,849
New +$377K 0.23% 26

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return