EH
DFNM icon

Equitable Holdings’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Equitable Holdings’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
Q3 		– Sell
-5,370
Closed -$255K – 1544
2025
Q2 		$255K Buy
+5,370
New +$254K ﹤0.01% 1261

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 $3.68B AUM 13.84% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Equitable Holdings's DFNM Position: Q3 2025 in Review

Equitable Holdings sold out of Dimensional National Municipal Bond ETF (DFNM) in Q3 2025, closing a stake of 5,370 shares — an estimated $255K sold.

Equitable Holdings first reported a position in DFNM in Q2 2025 and held it in 1 quarter. The position peaked at $255K in Q2 2025. 247 funds tracked by Wall St. Rank hold DFNM as of Q3 2025.

  • Equitable Holdings reported no remaining Dimensional National Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Equitable Holdings sold 5,370 Dimensional National Municipal Bond ETF shares in Q3 2025, an estimated $255K.
  • Equitable Holdings first reported a position in Dimensional National Municipal Bond ETF in Q2 2025 and held it in 1 quarter.
  • Equitable Holdings's Dimensional National Municipal Bond ETF position peaked at $255K in Q2 2025.
  • 247 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2025.

Based on Equitable Holdings's 13F filing for Q3 2025, filed 14 Nov 2025.