Financial Counselors Inc’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,439
Closed -$354K 144
2025
Q1
$354K Sell
7,439
-183
-2% -$8.76K 0.01% 469
2024
Q4
$364K Buy
+7,622
New +$367K 0.01% 462

Other funds holding DFNM

Financial Counselors Inc's DFNM Position: Q2 2025 in Review

Financial Counselors Inc sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2025, closing a stake of 7,439 shares — an estimated $354K sold.

Financial Counselors Inc first reported a position in DFNM in Q4 2024 and held it in 2 quarters. The position peaked at $364K in Q4 2024. 241 funds tracked by Wall St. Rank hold DFNM as of Q2 2025.

  • Financial Counselors Inc reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 7,439 Dimensional National Municipal Bond ETF shares in Q2 2025, an estimated $354K.
  • Financial Counselors Inc first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
  • Financial Counselors Inc's Dimensional National Municipal Bond ETF position peaked at $364K in Q4 2024.
  • 241 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.