Great Valley Advisor Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Great Valley Advisor 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
2026 Q1	$1.65M	Buy	34,323 +485	+1%	+$23.5K	0.03%	415
2025 Q4	$1.63M	Buy	33,838 +128	+0.4%	+$6.17K	0.03%	386
2025 Q3	$1.62M	Buy	33,710 +25	+0.1%	+$1.19K	0.03%	384
2025 Q2	$1.6M	Buy	33,685 +376	+1%	+$17.8K	0.04%	358
2025 Q1	$1.58M	Buy	33,309 +344	+1%	+$16.5K	0.03%	358
2024 Q4	$1.57M	Buy	32,965 +1,654	+5%	+$79.6K	0.04%	353
2024 Q3	$1.52M	Buy	31,311 +241	+0.8%	+$11.6K	0.04%	351
2024 Q2	$1.48M	Buy	+31,070	New	+$1.48M	0.04%	313

Other funds holding DFNM

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

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