ACA
DFNM icon

Aptus Capital Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Aptus Capital 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
2026
Q1 		$392K Buy
8,186
+313
+4% +$15.2K ﹤0.01% 789
2025
Q4 		$379K Sell
7,873
-53
-0.7% -$2.55K ﹤0.01% 814
2025
Q3 		$380K Buy
7,926
+422
+6% +$20.1K ﹤0.01% 779
2025
Q2 		$356K Buy
7,504
+685
+10% +$32.4K ﹤0.01% 775
2025
Q1 		$324K Sell
6,819
-3,951
-37% -$189K ﹤0.01% 756
2024
Q4 		$514K Sell
10,770
-11,587
-52% -$558K 0.01% 627
2024
Q3 		$1.09M Buy
22,357
+21,755
+3,614% +$1.05M 0.02% 395
2024
Q2 		$28.8K Buy
+602
New +$28.8K ﹤0.01% 945

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return