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
Q3 		$8.13M Sell
176,569
-18,847
-10% -$895K 2.22% 14
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
OFI
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

25 LLC's DFNM Position: Q3 2026 in Review

25 LLC reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 9.6% in Q3 2026, selling an estimated $895K and leaving 176,569 shares worth $8.13M. The position accounts for 2.22% of the portfolio, ranked #14.

25 LLC first reported a position in DFNM in Q1 2023 and has held it in 15 quarters since. The position peaked at $9.97M in Q1 2026. 23 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

  • 25 LLC held 176,569 shares of Dimensional National Municipal Bond ETF worth $8.13M as of Q3 2026.
  • 25 LLC sold 18,847 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $895K.
  • Dimensional National Municipal Bond ETF made up 2.22% of 25 LLC's portfolio in Q3 2026, its #14 holding.
  • 25 LLC first reported a position in Dimensional National Municipal Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • 25 LLC's Dimensional National Municipal Bond ETF position peaked at $9.97M in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on 25 LLC's 13F filing for Q3 2026, filed 13 Oct 2026.