Five Oceans Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Five Oceans 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
2026 Q2	$416K	Sell	8,605 -1,015	-11%	-$48.9K	0.13%	97
2026 Q1	$461K	Hold	9,620	–	–	0.17%	74
2025 Q4	$463K	Hold	9,620	–	–	0.16%	73
2025 Q3	$462K	Hold	9,620	–	–	0.17%	69
2025 Q2	$456K	Hold	9,620	–	–	0.19%	72
2025 Q1	$458K	Sell	9,620 -6,102	-39%	-$292K	0.22%	66
2024 Q4	$751K	Hold	15,722	–	–	0.34%	46
2024 Q3	$763K	Hold	15,722	–	–	0.37%	50
2024 Q2	$751K	Hold	15,722	–	–	0.39%	45
2024 Q1	$756K	Hold	15,722	–	–	0.39%	49
2023 Q4	$763K	Buy	15,722 +64	+0.4%	+$3.02K	0.43%	50
2023 Q3	$728K	Hold	15,658	–	–	0.47%	46
2023 Q2	$746K	Sell	15,658 -6,129	-28%	-$293K	0.48%	45
2023 Q1	$1.05M	Hold	21,787	–	–	0.68%	30
2022 Q4	$1.04M	Sell	21,787 -979	-4%	-$46.3K	0.72%	24
2022 Q3	$1.06M	Sell	22,766 -667	-3%	-$32.1K	0.84%	23
2022 Q2	$1.13M	Buy	+23,433	New	+$1.12M	0.84%	26

Other funds holding DFNM

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

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

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

MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return