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Geneos Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Geneos Wealth 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
2025
Q3 		– Sell
-2,063
Closed -$97.8K – 2667
2025
Q2 		$97.8K Buy
2,063
+840
+69% +$39.7K ﹤0.01% 1264
2025
Q1 		$58.2K Buy
1,223
+911
+292% +$43.6K ﹤0.01% 1407
2024
Q4 		$14.9K Sell
312
-843
-73% -$40.6K ﹤0.01% 1867
2024
Q3 		$56.1K Buy
+1,155
New +$55.7K ﹤0.01% 1163

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

Geneos Wealth Management's DFNM Position: Q3 2025 in Review

Geneos Wealth Management sold out of Dimensional National Municipal Bond ETF (DFNM) in Q3 2025, closing a stake of 2,063 shares — an estimated $97.8K sold.

Geneos Wealth Management first reported a position in DFNM in Q3 2024 and held it in 4 quarters. The position peaked at $97.8K in Q2 2025. 247 funds tracked by Wall St. Rank hold DFNM as of Q3 2025.

  • Geneos Wealth Management reported no remaining Dimensional National Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 2,063 Dimensional National Municipal Bond ETF shares in Q3 2025, an estimated $97.8K.
  • Geneos Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Dimensional National Municipal Bond ETF position peaked at $97.8K in Q2 2025.
  • 247 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.