Clear Creek Financial Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Clear Creek Financial Management’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	-5,056	Closed	-$241K	–	549
2025 Q1	$241K	Hold	5,056	–	–	0.02%	448
2024 Q4	$242K	Hold	5,056	–	–	0.03%	417
2024 Q3	$245K	Hold	5,056	–	–	0.03%	390
2024 Q2	$242K	Hold	5,056	–	–	0.03%	381
2024 Q1	$243K	Hold	5,056	–	–	0.03%	364
2023 Q4	$245K	Sell	5,056 -5,649	-53%	-$267K	0.04%	288
2023 Q3	$497K	Buy	+10,705	New	+$506K	0.09%	168

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

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

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

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

Clear Creek Financial Management's DFNM Position: Q2 2025 in Review

Clear Creek Financial Management sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2025, closing a stake of 5,056 shares — an estimated $241K sold.

Clear Creek Financial Management first reported a position in DFNM in Q3 2023 and held it in 7 quarters. The position peaked at $497K in Q3 2023. 241 funds tracked by Wall St. Rank hold DFNM as of Q2 2025.

Clear Creek Financial Management reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Clear Creek Financial Management sold 5,056 Dimensional National Municipal Bond ETF shares in Q2 2025, an estimated $241K.
Clear Creek Financial Management first reported a position in Dimensional National Municipal Bond ETF in Q3 2023 and held it in 7 quarters.
Clear Creek Financial Management's Dimensional National Municipal Bond ETF position peaked at $497K in Q3 2023.
241 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2025.

Based on Clear Creek Financial Management's 13F filing for Q2 2025, filed 23 Jul 2025.