Asset Planning Corporation’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Asset Planning Corporation’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 Q3	$10.3M	Sell	215,251 -2,435	-1%	-$116K	4.9%	7
2025 Q2	$10.3M	Sell	217,686 -55,127	-20%	-$2.61M	5.49%	7
2025 Q1	$13M	Buy	272,813 +17,856	+7%	+$855K	7.65%	4
2024 Q4	$12.2M	Buy	254,957 +11,956	+5%	+$575K	7.63%	3
2024 Q3	$11.8M	Sell	243,001 -448	-0.2%	-$21.6K	7.7%	3
2024 Q2	$11.6M	Sell	243,449 -7,212	-3%	-$345K	8.7%	3
2024 Q1	$12.1M	Buy	250,661 +3,534	+1%	+$171K	8.8%	2
2023 Q4	$12M	Sell	247,127 -24,865	-9%	-$1.17M	9.26%	2
2023 Q3	$12.6M	Sell	271,992 -1,980	-0.7%	-$93.7K	9.72%	2
2023 Q2	$13M	Sell	273,972 -37,685	-12%	-$1.8M	9.92%	2
2023 Q1	$15.1M	Buy	311,657 +3,374	+1%	+$162K	12.1%	1
2022 Q4	$14.7M	Buy	+308,283	New	+$14.6M	12.27%	1

Other funds holding DFNM

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

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

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

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

FPAS

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Asset Planning Corporation's DFNM Position: Q3 2025 in Review

Asset Planning Corporation reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 1.1% in Q3 2025, selling an estimated $116K and leaving 215,251 shares worth $10.3M. The position accounts for 4.9% of the portfolio, ranked #7.

Asset Planning Corporation first reported a position in DFNM in Q4 2022 and has held it in 12 quarters since. The position peaked at $15.1M in Q1 2023. 246 funds tracked by Wall St. Rank hold DFNM as of Q3 2025.

Asset Planning Corporation held 215,251 shares of Dimensional National Municipal Bond ETF worth $10.3M as of Q3 2025.
Asset Planning Corporation sold 2,435 Dimensional National Municipal Bond ETF shares in Q3 2025, an estimated $116K.
Dimensional National Municipal Bond ETF made up 4.9% of Asset Planning Corporation's portfolio in Q3 2025, its #7 holding.
Asset Planning Corporation first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 12 quarters since.
Asset Planning Corporation's Dimensional National Municipal Bond ETF position peaked at $15.1M in Q1 2023.
246 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.