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

Alpha Financial Advisors’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
2025
Q2 		– Sell
-5,400
Closed -$257K – 61
2025
Q1 		$257K Hold
5,400
– – 0.11% 42
2024
Q4 		$258K Buy
5,400
+1,200
+29% +$57.7K 0.12% 44
2024
Q3 		$204K Hold
4,200
– – 0.09% 47
2024
Q2 		$201K Hold
4,200
– – 0.1% 42
2024
Q1 		$202K Hold
4,200
– – 0.1% 44
2023
Q4 		$204K Buy
+4,200
New +$198K 0.1% 40
2023
Q3 		– Sell
-4,200
Closed -$200K – 42
2023
Q2 		$200K Hold
4,200
– – 0.13% 41
2023
Q1 		$203K Hold
4,200
– – 0.14% 44
2022
Q4 		$201K Buy
+4,200
New +$199K 0.17% 42

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Alpha Financial Advisors's DFNM Position: Q2 2025 in Review

Alpha Financial Advisors sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2025, closing a stake of 5,400 shares — an estimated $257K sold.

Alpha Financial Advisors first reported a position in DFNM in Q4 2022 and held it in 9 quarters. The position peaked at $258K in Q4 2024. 241 funds tracked by Wall St. Rank hold DFNM as of Q2 2025.

  • Alpha Financial Advisors reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Alpha Financial Advisors sold 5,400 Dimensional National Municipal Bond ETF shares in Q2 2025, an estimated $257K.
  • Alpha Financial Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and held it in 9 quarters.
  • Alpha Financial Advisors's Dimensional National Municipal Bond ETF position peaked at $258K in Q4 2024.
  • 241 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2025.

Based on Alpha Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.