Great Oak Capital Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Great Oak Capital 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	$1.82M	Buy	37,722 +1,128	+3%	+$54.4K	0.39%	17
2026 Q1	$1.76M	Buy	36,594 +330	+0.9%	+$16K	0.41%	17
2025 Q4	$1.75M	Buy	36,264 +453	+1%	+$21.8K	0.44%	16
2025 Q3	$1.72M	Sell	35,811 -3,813	-10%	-$181K	0.45%	16
2025 Q2	$1.88M	Buy	39,624 +30,110	+316%	+$1.42M	0.54%	15
2025 Q1	$453K	Hold	9,514	–	–	0.15%	26
2024 Q4	$453K	Buy	9,514 +88	+0.9%	+$4.24K	0.15%	26
2024 Q3	$456K	Buy	9,426 +58	+0.6%	+$2.8K	0.16%	26
2024 Q2	$452K	Buy	+9,368	New	+$448K	0.17%	28

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

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return