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

GeoWealth 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	$42.2M	Sell	881,082 -1,903	-0.2%	-$92.2K	1.52%	14
2025 Q4	$42.5M	Buy	882,985 +18,481	+2%	+$890K	1.57%	14
2025 Q3	$41.5M	Buy	864,504 +2,096	+0.2%	+$99.7K	1.51%	14
2025 Q2	$40.9M	Sell	862,408 -16,592	-2%	-$784K	1.6%	13
2025 Q1	$41.8M	Sell	879,000 -127,570	-13%	-$6.11M	1.68%	12
2024 Q4	$48.1M	Buy	1,006,570 +48,339	+5%	+$2.33M	1.57%	13
2024 Q3	$46.5M	Buy	958,231 +73,626	+8%	+$3.55M	1.64%	11
2024 Q2	$42.3M	Sell	884,605 -47,259	-5%	-$2.26M	1.84%	11
2024 Q1	$44.8M	Buy	+931,864	New	+$45M	1.73%	11

Other funds holding DFNM

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

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

FPAS

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BHWM

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

GeoWealth Management's DFNM Position: Q1 2026 in Review

GeoWealth Management reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 0.22% in Q1 2026, selling an estimated $92.2K and leaving 881,082 shares worth $42.2M. The position accounts for 1.52% of the portfolio, ranked #14.

GeoWealth Management first reported a position in DFNM in Q1 2024 and has held it in 9 quarters since. The position peaked at $48.1M in Q4 2024. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

GeoWealth Management held 881,082 shares of Dimensional National Municipal Bond ETF worth $42.2M as of Q1 2026.
GeoWealth Management sold 1,903 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $92.2K.
Dimensional National Municipal Bond ETF made up 1.52% of GeoWealth Management's portfolio in Q1 2026, its #14 holding.
GeoWealth Management first reported a position in Dimensional National Municipal Bond ETF in Q1 2024 and has held it in 9 quarters since.
GeoWealth Management's Dimensional National Municipal Bond ETF position peaked at $48.1M in Q4 2024.
276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.