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Brown Brothers Harriman & Co’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Brown Brothers Harriman & Co’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
Q4 		– Sell
-16,600
Closed -$796K – 1866
2025
Q3 		$796K Hold
16,600
– – ﹤0.01% 389
2025
Q2 		$787K Hold
16,600
– – 0.01% 365
2025
Q1 		$790K Hold
16,600
– – 0.01% 328
2024
Q4 		$793K Sell
16,600
-10,775
-39% -$518K 0.01% 329
2024
Q3 		$1.33M Buy
+27,375
New +$1.32M 0.01% 252

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Brown Brothers Harriman & Co's DFNM Position: Q4 2025 in Review

Brown Brothers Harriman & Co sold out of Dimensional National Municipal Bond ETF (DFNM) in Q4 2025, closing a stake of 16,600 shares — an estimated $796K sold.

Brown Brothers Harriman & Co first reported a position in DFNM in Q3 2024 and held it in 5 quarters. The position peaked at $1.33M in Q3 2024. 275 funds tracked by Wall St. Rank hold DFNM as of Q4 2025.

  • Brown Brothers Harriman & Co reported no remaining Dimensional National Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 16,600 Dimensional National Municipal Bond ETF shares in Q4 2025, an estimated $796K.
  • Brown Brothers Harriman & Co first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and held it in 5 quarters.
  • Brown Brothers Harriman & Co's Dimensional National Municipal Bond ETF position peaked at $1.33M in Q3 2024.
  • 275 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2025.

Based on Brown Brothers Harriman & Co's 13F filing for Q4 2025, filed 12 Feb 2026.