Advisornet Financial’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Advisornet Financial’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	$15.3K	Buy	318 +2	+0.6%	+$97	﹤0.01%	1413
2025 Q4	$15.2K	Buy	316 +3	+1%	+$145	﹤0.01%	1408
2025 Q3	$15K	Buy	313 +2	+0.6%	+$95	﹤0.01%	1399
2025 Q2	$14.8K	Buy	311 +2	+0.6%	+$95	﹤0.01%	1368
2025 Q1	$14.7K	Buy	309 +2	+0.7%	+$96	﹤0.01%	1301
2024 Q4	$14.7K	Buy	307 +3	+1%	+$144	﹤0.01%	1220
2024 Q3	$14.8K	Buy	304 +2	+0.7%	+$96	﹤0.01%	1310
2024 Q2	$14.4K	Buy	302 +2	+0.7%	+$96	﹤0.01%	1198
2024 Q1	$14.4K	Buy	300 +1	+0.3%	+$48	﹤0.01%	1178
2023 Q4	$14.5K	Buy	299 +2	+0.7%	+$94	﹤0.01%	1199
2023 Q3	$13.8K	Buy	+297	New	+$14.1K	﹤0.01%	1159

Other funds holding DFNM

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return