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Copperleaf Capital’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Copperleaf Capital’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 		$430K Buy
8,961
+774
+9% +$36.8K 0.21% 85
2025
Q2 		$388K Sell
8,187
-275
-3% -$13K 0.2% 82
2025
Q1 		$403K Sell
8,462
-88
-1% -$4.21K 0.24% 78
2024
Q4 		$408K Buy
8,550
+1,022
+14% +$49.2K 0.26% 71
2024
Q3 		$365K Sell
7,528
-139
-2% -$6.7K 0.28% 72
2024
Q2 		$366K Buy
7,667
+387
+5% +$18.5K 0.29% 71
2024
Q1 		$350K Sell
7,280
-149
-2% -$7.19K 0.3% 71
2023
Q4 		$360K Sell
7,429
-227
-3% -$10.7K 0.37% 62
2023
Q3 		$356K Buy
7,656
+1,300
+20% +$61.5K 0.38% 59
2023
Q2 		$303K Hold
6,356
– – 0.28% 65
2023
Q1 		$307K Buy
+6,356
New +$306K 0.31% 59

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

Copperleaf Capital's DFNM Position: Q3 2025 in Review

Copperleaf Capital increased its Dimensional National Municipal Bond ETF (DFNM) stake by 9.5% in Q3 2025, buying an estimated $36.8K and bringing the position to 8,961 shares worth $430K. The position accounts for 0.21% of the portfolio, ranked #85.

Copperleaf Capital first reported a position in DFNM in Q1 2023 and has held it in 11 quarters since. 246 funds tracked by Wall St. Rank hold DFNM as of Q3 2025.

  • Copperleaf Capital held 8,961 shares of Dimensional National Municipal Bond ETF worth $430K as of Q3 2025.
  • Copperleaf Capital bought 774 Dimensional National Municipal Bond ETF shares in Q3 2025, an estimated $36.8K.
  • Dimensional National Municipal Bond ETF made up 0.21% of Copperleaf Capital's portfolio in Q3 2025, its #85 holding.
  • Copperleaf Capital first reported a position in Dimensional National Municipal Bond ETF in Q1 2023 and has held it in 11 quarters since.
  • 246 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.