CAPTRUST Financial Advisors
DFNM icon

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

CAPTRUST 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
-8,598
Closed -$409K – 2533
2025
Q1 		$409K Sell
8,598
-424
-5% -$20.3K ﹤0.01% 1765
2024
Q4 		$431K Sell
9,022
-1,499
-14% -$72.1K ﹤0.01% 1684
2024
Q3 		$511K Buy
10,521
+1,125
+12% +$54.3K ﹤0.01% 1563
2024
Q2 		$449K Sell
9,396
-2,148
-19% -$103K ﹤0.01% 1563
2024
Q1 		$555K Sell
11,544
-216
-2% -$10.4K ﹤0.01% 1432
2023
Q4 		$570K Sell
11,760
-3,307
-22% -$156K ﹤0.01% 1653
2023
Q3 		$700K Buy
15,067
+149
+1% +$7.05K ﹤0.01% 1420
2023
Q2 		$711K Buy
+14,918
New +$714K ﹤0.01% 1418

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

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

CAPTRUST Financial Advisors sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2025, closing a stake of 8,598 shares — an estimated $409K sold.

CAPTRUST Financial Advisors first reported a position in DFNM in Q2 2023 and held it in 8 quarters. The position peaked at $711K in Q2 2023. 241 funds tracked by Wall St. Rank hold DFNM as of Q2 2025.

  • CAPTRUST Financial Advisors reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 8,598 Dimensional National Municipal Bond ETF shares in Q2 2025, an estimated $409K.
  • CAPTRUST Financial Advisors first reported a position in Dimensional National Municipal Bond ETF in Q2 2023 and held it in 8 quarters.
  • CAPTRUST Financial Advisors's Dimensional National Municipal Bond ETF position peaked at $711K in Q2 2023.
  • 241 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.