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Diversified Portfolios Inc’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Diversified Portfolios Inc’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 		– Sell
-4,875
Closed -$232K – 164
2025
Q1 		$232K Sell
4,875
-198
-4% -$9.48K 0.02% 138
2024
Q4 		$242K Sell
5,073
-620
-11% -$29.8K 0.03% 135
2024
Q3 		$276K Sell
5,693
-1,885
-25% -$90.9K 0.03% 126
2024
Q2 		$362K Sell
7,578
-384
-5% -$18.3K 0.05% 115
2024
Q1 		$383K Hold
7,962
– – 0.05% 106
2023
Q4 		$386K Buy
7,962
+620
+8% +$29.3K 0.06% 102
2023
Q3 		$341K Sell
7,342
-2,240
-23% -$106K 0.06% 95
2023
Q2 		$456K Buy
9,582
+208
+2% +$9.95K 0.09% 88
2023
Q1 		$453K Buy
9,374
+135
+1% +$6.49K 0.1% 92
2022
Q4 		$442K Sell
9,239
-42,614
-82% -$2.01M 0.1% 92
2022
Q3 		$2.42M Sell
51,853
-34,801
-40% -$1.67M 0.65% 28
2022
Q2 		$4.17M Buy
86,654
+51,711
+148% +$2.48M 1.16% 19
2022
Q1 		$1.69M Buy
+34,943
New +$1.73M 0.41% 40

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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Diversified Portfolios Inc's DFNM Position: Q2 2025 in Review

Diversified Portfolios Inc sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2025, closing a stake of 4,875 shares — an estimated $232K sold.

Diversified Portfolios Inc first reported a position in DFNM in Q1 2022 and held it in 13 quarters. The position peaked at $4.17M in Q2 2022. 241 funds tracked by Wall St. Rank hold DFNM as of Q2 2025.

  • Diversified Portfolios Inc reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Diversified Portfolios Inc sold 4,875 Dimensional National Municipal Bond ETF shares in Q2 2025, an estimated $232K.
  • Diversified Portfolios Inc first reported a position in Dimensional National Municipal Bond ETF in Q1 2022 and held it in 13 quarters.
  • Diversified Portfolios Inc's Dimensional National Municipal Bond ETF position peaked at $4.17M in Q2 2022.
  • 241 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2025.

Based on Diversified Portfolios Inc's 13F filing for Q2 2025, filed 11 Aug 2025.