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
Q2 		$9.45M Sell
195,416
-12,647
-6% -$610K 2.59% 11
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 $97.6B AUM 29.43% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

25 LLC's DFNM Position: Q2 2026 in Review

25 LLC reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 6.1% in Q2 2026, selling an estimated $610K and leaving 195,416 shares worth $9.45M. The position accounts for 2.59% of the portfolio, ranked #11.

25 LLC first reported a position in DFNM in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.97M in Q1 2026. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • 25 LLC held 195,416 shares of Dimensional National Municipal Bond ETF worth $9.45M as of Q2 2026.
  • 25 LLC sold 12,647 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $610K.
  • Dimensional National Municipal Bond ETF made up 2.59% of 25 LLC's portfolio in Q2 2026, its #11 holding.
  • 25 LLC first reported a position in Dimensional National Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 25 LLC's Dimensional National Municipal Bond ETF position peaked at $9.97M in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on 25 LLC's 13F filing for Q2 2026, filed 28 Jul 2026.