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Binnacle Investments’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Binnacle Investments’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 		$530K Buy
11,053
+459
+4% +$21.8K 0.31% 31
2025
Q2 		$502K Buy
10,594
+2,164
+26% +$102K 0.33% 31
2025
Q1 		$401K Buy
+8,430
New +$404K 0.29% 33

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

Binnacle Investments's DFNM Position: Q3 2025 in Review

Binnacle Investments increased its Dimensional National Municipal Bond ETF (DFNM) stake by 4.3% in Q3 2025, buying an estimated $21.8K and bringing the position to 11,053 shares worth $530K. The position accounts for 0.31% of the portfolio, ranked #31.

Binnacle Investments first reported a position in DFNM in Q1 2025 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold DFNM as of Q3 2025.

  • Binnacle Investments held 11,053 shares of Dimensional National Municipal Bond ETF worth $530K as of Q3 2025.
  • Binnacle Investments bought 459 Dimensional National Municipal Bond ETF shares in Q3 2025, an estimated $21.8K.
  • Dimensional National Municipal Bond ETF made up 0.31% of Binnacle Investments's portfolio in Q3 2025, its #31 holding.
  • Binnacle Investments first reported a position in Dimensional National Municipal Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • 246 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.