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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 $89.9B AUM 20.5% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 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 $1.75B AUM 15.4% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 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 $648M AUM 14.68% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return