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

Envision Financial 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	$282K	Buy	5,884 +58	+1%	+$2.81K	0.1%	44
2025 Q4	$281K	Buy	5,826 +72	+1%	+$3.47K	0.11%	44
2025 Q3	$276K	Sell	5,754 -772	-12%	-$36.7K	0.12%	44
2025 Q2	$310K	Sell	6,526 -111	-2%	-$5.25K	0.14%	45
2025 Q1	$316K	Sell	6,637 -5	-0.1%	-$239	0.16%	35
2024 Q4	$317K	Buy	6,642 +688	+12%	+$33.1K	0.16%	35
2024 Q3	$289K	Buy	5,954 +76	+1%	+$3.67K	0.15%	30
2024 Q2	$281K	Buy	5,878 +9	+0.2%	+$430	0.21%	24
2024 Q1	$282K	Buy	5,869 +581	+11%	+$28K	0.23%	24
2023 Q4	$257K	Sell	5,288 -4,663	-47%	-$220K	0.22%	27
2023 Q3	$462K	Buy	+9,951	New	+$471K	0.46%	22

Other funds holding DFNM

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return