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Concord Asset Management (Virginia)’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Concord Asset Management (Virginia)’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 		– Sell
-27,861
Closed -$1.32M – 140
2025
Q2 		$1.32M Buy
+27,861
New +$1.32M 0.2% 111

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FG
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GM
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BHWM
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FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SFA
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Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Concord Asset Management (Virginia)'s DFNM Position: Q3 2025 in Review

Concord Asset Management (Virginia) sold out of Dimensional National Municipal Bond ETF (DFNM) in Q3 2025, closing a stake of 27,861 shares — an estimated $1.32M sold.

Concord Asset Management (Virginia) first reported a position in DFNM in Q2 2025 and held it in 1 quarter. The position peaked at $1.32M in Q2 2025. 247 funds tracked by Wall St. Rank hold DFNM as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining Dimensional National Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 27,861 Dimensional National Municipal Bond ETF shares in Q3 2025, an estimated $1.32M.
  • Concord Asset Management (Virginia) first reported a position in Dimensional National Municipal Bond ETF in Q2 2025 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s Dimensional National Municipal Bond ETF position peaked at $1.32M in Q2 2025.
  • 247 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q3 2025, filed 5 Nov 2025.