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Dynamic Advisor Solutions’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Dynamic Advisor Solutions’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
-9,333
Closed -$448K – 953
2025
Q3 		$448K Sell
9,333
-700
-7% -$33.3K 0.01% 665
2025
Q2 		$476K Sell
10,033
-1,920
-16% -$90.7K 0.01% 619
2025
Q1 		$569K Buy
11,953
+11
+0.1% +$527 0.02% 550
2024
Q4 		$570K Buy
11,942
+301
+3% +$14.5K 0.02% 404
2024
Q3 		$565K Sell
11,641
-8
-0.1% -$386 0.02% 590
2024
Q2 		$556K Buy
11,649
+19
+0.2% +$908 0.02% 601
2024
Q1 		$559K Buy
11,630
+14
+0.1% +$676 0.02% 579
2023
Q4 		$563K Buy
11,616
+1,250
+12% +$59K 0.02% 549
2023
Q3 		$482K Buy
10,366
+8
+0.1% +$378 0.02% 531
2023
Q2 		$493K Buy
10,358
+1,053
+11% +$50.4K 0.03% 500
2023
Q1 		$450K Buy
9,305
+12
+0.1% +$577 0.03% 493
2022
Q4 		$444K Buy
9,293
+1,646
+22% +$77.8K 0.03% 473
2022
Q3 		$357K Buy
7,647
+1,046
+16% +$50.3K 0.03% 479
2022
Q2 		$317K Buy
+6,601
New +$317K 0.02% 509

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $716M AUM 15.48% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Dynamic Advisor Solutions's DFNM Position: Q4 2025 in Review

Dynamic Advisor Solutions sold out of Dimensional National Municipal Bond ETF (DFNM) in Q4 2025, closing a stake of 9,333 shares — an estimated $448K sold.

Dynamic Advisor Solutions first reported a position in DFNM in Q2 2022 and held it in 14 quarters. The position peaked at $570K in Q4 2024. 275 funds tracked by Wall St. Rank hold DFNM as of Q4 2025.

  • Dynamic Advisor Solutions reported no remaining Dimensional National Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 9,333 Dimensional National Municipal Bond ETF shares in Q4 2025, an estimated $448K.
  • Dynamic Advisor Solutions first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and held it in 14 quarters.
  • Dynamic Advisor Solutions's Dimensional National Municipal Bond ETF position peaked at $570K in Q4 2024.
  • 275 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2025, filed 9 Jan 2026.