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GPS Wealth Strategies Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

GPS Wealth Strategies 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
-2,000
Closed -$96K – 797
2025
Q3 		$96K Hold
2,000
– – 0.01% 503
2025
Q2 		$94.9K Sell
2,000
-1,705
-46% -$80.6K 0.01% 476
2025
Q1 		$176K Hold
3,705
– – 0.02% 325
2024
Q4 		$177K Hold
3,705
– – 0.02% 318
2024
Q3 		$180K Hold
3,705
– – 0.02% 323
2024
Q2 		$177K Hold
3,705
– – 0.03% 292
2024
Q1 		$178K Hold
3,705
– – 0.03% 269
2023
Q4 		$180K Buy
+3,705
New +$175K 0.03% 259

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

GPS Wealth Strategies Group's DFNM Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Dimensional National Municipal Bond ETF (DFNM) in Q4 2025, closing a stake of 2,000 shares — an estimated $96K sold.

GPS Wealth Strategies Group first reported a position in DFNM in Q4 2023 and held it in 8 quarters. The position peaked at $180K in Q3 2024. 275 funds tracked by Wall St. Rank hold DFNM as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Dimensional National Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 2,000 Dimensional National Municipal Bond ETF shares in Q4 2025, an estimated $96K.
  • GPS Wealth Strategies Group first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and held it in 8 quarters.
  • GPS Wealth Strategies Group's Dimensional National Municipal Bond ETF position peaked at $180K in Q3 2024.
  • 275 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.