Advisory Services Network’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Advisory Services Network’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	$165K	Buy	+3,442	New	+$167K	﹤0.01%	1928
2025 Q4	–	Sell	-3,041	Closed	-$146K	–	2409
2025 Q3	$146K	Buy	+3,041	New	+$145K	﹤0.01%	1861
2024 Q1	–	Sell	-683	Closed	-$33.1K	–	1976
2023 Q4	$33.1K	Buy	+683	New	+$32.3K	﹤0.01%	2246
2023 Q2	–	Sell	-683	Closed	-$33K	–	1977
2023 Q1	$33K	Buy	683 +116	+20%	+$5.58K	﹤0.01%	2237
2022 Q4	$27.1K	Buy	+567	New	+$26.8K	﹤0.01%	2304

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