Family Capital Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Family Capital 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
2026 Q1	$1.85M	Buy	38,672 +1,487	+4%	+$72.1K	0.82%	28
2025 Q4	$1.79M	Buy	37,185 +3,242	+10%	+$156K	0.8%	30
2025 Q3	$1.63M	Buy	33,943 +2,896	+9%	+$138K	0.78%	27
2025 Q2	$1.47M	Buy	31,047 +672	+2%	+$31.8K	0.77%	27
2025 Q1	$1.44M	Buy	30,375 +18,474	+155%	+$885K	0.89%	24
2024 Q4	$569K	Buy	11,901 +2,309	+24%	+$111K	0.34%	45
2024 Q3	$466K	Buy	9,592 +2,035	+27%	+$98.1K	0.3%	48
2024 Q2	$361K	Buy	7,557 +1,078	+17%	+$51.5K	0.25%	48
2024 Q1	$312K	Buy	+6,479	New	+$313K	0.22%	52

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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