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CPA Asset Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

CPA Asset 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
Q4 		– Sell
-15,869
Closed -$761K – 107
2025
Q3 		$761K Sell
15,869
-1,895
-11% -$90.1K 0.29% 46
2025
Q2 		$843K Sell
17,764
-12,775
-42% -$604K 0.35% 42
2025
Q1 		$1.45M Buy
30,539
+156
+0.5% +$7.47K 0.64% 27
2024
Q4 		$1.45M Buy
30,383
+3,397
+13% +$163K 0.67% 26
2024
Q3 		$1.31M Sell
26,986
-248
-0.9% -$12K 0.63% 31
2024
Q2 		$1.3M Buy
27,234
+376
+1% +$18K 0.7% 31
2024
Q1 		$1.29M Buy
26,858
+16,775
+166% +$810K 0.72% 30
2023
Q4 		$489K Buy
10,083
+1,030
+11% +$48.7K 0.3% 48
2023
Q3 		$421K Sell
9,053
-210
-2% -$9.94K 0.3% 47
2023
Q2 		$441K Hold
9,263
– – 0.32% 43
2023
Q1 		$448K Hold
9,263
– – 0.33% 43
2022
Q4 		$443K Buy
+9,263
New +$438K 0.34% 43

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $648M AUM 14.68% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

CPA Asset Management's DFNM Position: Q4 2025 in Review

CPA Asset Management sold out of Dimensional National Municipal Bond ETF (DFNM) in Q4 2025, closing a stake of 15,869 shares — an estimated $761K sold.

CPA Asset Management first reported a position in DFNM in Q4 2022 and held it in 12 quarters. The position peaked at $1.45M in Q1 2025. 275 funds tracked by Wall St. Rank hold DFNM as of Q4 2025.

  • CPA Asset Management reported no remaining Dimensional National Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • CPA Asset Management sold 15,869 Dimensional National Municipal Bond ETF shares in Q4 2025, an estimated $761K.
  • CPA Asset Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and held it in 12 quarters.
  • CPA Asset Management's Dimensional National Municipal Bond ETF position peaked at $1.45M in Q1 2025.
  • 275 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2025.

Based on CPA Asset Management's 13F filing for Q4 2025, filed 13 Jan 2026.