FHA
DFNM icon

First Horizon Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

First Horizon Advisors’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
Q1 		– Sell
-922
Closed -$44K – 2335
2024
Q4 		$44K Hold
922
– – ﹤0.01% 1000
2024
Q3 		$44.8K Buy
+922
New +$44.5K ﹤0.01% 1038

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 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
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

First Horizon Advisors's DFNM Position: Q1 2025 in Review

First Horizon Advisors sold out of Dimensional National Municipal Bond ETF (DFNM) in Q1 2025, closing a stake of 922 shares — an estimated $44K sold.

First Horizon Advisors first reported a position in DFNM in Q3 2024 and held it in 2 quarters. The position peaked at $44.8K in Q3 2024. 239 funds tracked by Wall St. Rank hold DFNM as of Q1 2025.

  • First Horizon Advisors reported no remaining Dimensional National Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • First Horizon Advisors sold 922 Dimensional National Municipal Bond ETF shares in Q1 2025, an estimated $44K.
  • First Horizon Advisors first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and held it in 2 quarters.
  • First Horizon Advisors's Dimensional National Municipal Bond ETF position peaked at $44.8K in Q3 2024.
  • 239 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2025.

Based on First Horizon Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.