Creative Planning
DFNM icon

Creative Planning’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Creative Planning’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
2026
Q1 		– Sell
-5,920
Closed -$285K – 4132
2025
Q4 		$285K Sell
5,920
-4,590
-44% -$221K ﹤0.01% 3276
2025
Q3 		$504K Buy
10,510
+32
+0.3% +$1.52K ﹤0.01% 2715
2025
Q2 		$497K Sell
10,478
-508
-5% -$24K ﹤0.01% 2479
2025
Q1 		$523K Buy
10,986
+240
+2% +$11.5K ﹤0.01% 2243
2024
Q4 		$513K Buy
10,746
+5,100
+90% +$245K ﹤0.01% 2198
2024
Q3 		$274K Buy
5,646
+70
+1% +$3.38K ﹤0.01% 2590
2024
Q2 		$266K Hold
5,576
– – ﹤0.01% 2454
2024
Q1 		$268K Buy
5,576
+566
+11% +$27.3K ﹤0.01% 2343
2023
Q4 		$243K Buy
+5,010
New +$237K ﹤0.01% 2257
2023
Q1 		– Sell
-4,607
Closed -$220K – 2677
2022
Q4 		$220K Buy
+4,607
New +$218K ﹤0.01% 1959

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 $4.48B AUM 13.76% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return