DWM
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David Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

David Wealth 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 		$8.19M Sell
172,600
-479
-0.3% -$22.6K 6.09% 5
2025
Q1 		$8.23M Buy
173,079
+6,590
+4% +$316K 6.89% 5
2024
Q4 		$7.95M Buy
+166,489
New +$8.01M 6.57% 5

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $3.18B AUM 21.22% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

David Wealth Management's DFNM Position: Q2 2025 in Review

David Wealth Management reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 0.28% in Q2 2025, selling an estimated $22.6K and leaving 172,600 shares worth $8.19M. The position accounts for 6.09% of the portfolio, ranked #5.

David Wealth Management first reported a position in DFNM in Q4 2024 and has held it in 3 quarters since. The position peaked at $8.23M in Q1 2025. 241 funds tracked by Wall St. Rank hold DFNM as of Q2 2025.

  • David Wealth Management held 172,600 shares of Dimensional National Municipal Bond ETF worth $8.19M as of Q2 2025.
  • David Wealth Management sold 479 Dimensional National Municipal Bond ETF shares in Q2 2025, an estimated $22.6K.
  • Dimensional National Municipal Bond ETF made up 6.09% of David Wealth Management's portfolio in Q2 2025, its #5 holding.
  • David Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • David Wealth Management's Dimensional National Municipal Bond ETF position peaked at $8.23M in Q1 2025.
  • 241 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.