GAG
DFNM icon

GM Advisory Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

GM Advisory Group’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
Q4 		– Sell
-6,940
Closed -$333K – 351
2025
Q3 		$333K Buy
+6,940
New +$330K 0.01% 243

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

GM Advisory Group's DFNM Position: Q4 2025 in Review

GM Advisory Group sold out of Dimensional National Municipal Bond ETF (DFNM) in Q4 2025, closing a stake of 6,940 shares — an estimated $333K sold.

GM Advisory Group first reported a position in DFNM in Q3 2025 and held it in 1 quarter. The position peaked at $333K in Q3 2025. 275 funds tracked by Wall St. Rank hold DFNM as of Q4 2025.

  • GM Advisory Group reported no remaining Dimensional National Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • GM Advisory Group sold 6,940 Dimensional National Municipal Bond ETF shares in Q4 2025, an estimated $333K.
  • GM Advisory Group first reported a position in Dimensional National Municipal Bond ETF in Q3 2025 and held it in 1 quarter.
  • GM Advisory Group's Dimensional National Municipal Bond ETF position peaked at $333K in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2025.

Based on GM Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.