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Golden State Equity Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Golden State Equity Partners’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 		– Sell
-6,857
Closed -$329K – 673
2026
Q1 		$329K Buy
+6,857
New +$332K 0.02% 555

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Golden State Equity Partners's DFNM Position: Q2 2026 in Review

Golden State Equity Partners sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2026, closing a stake of 6,857 shares — an estimated $329K sold.

Golden State Equity Partners first reported a position in DFNM in Q1 2026 and held it in 1 quarter. The position peaked at $329K in Q1 2026. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Golden State Equity Partners reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 6,857 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $329K.
  • Golden State Equity Partners first reported a position in Dimensional National Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Dimensional National Municipal Bond ETF position peaked at $329K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.