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Grunden Financial Advisory’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Grunden Financial Advisory’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 		$606K Buy
12,580
+115
+0.9% +$5.54K 0.24% 20
2025
Q3 		$598K Buy
12,465
+1,472
+13% +$70K 0.24% 19
2025
Q2 		$521K Buy
10,993
+81
+0.7% +$3.83K 0.23% 19
2025
Q1 		$519K Buy
10,912
+62
+0.6% +$2.97K 0.25% 17
2024
Q4 		$518K Buy
10,850
+100
+0.9% +$4.81K 0.25% 17
2024
Q3 		$522K Buy
10,750
+72
+0.7% +$3.47K 0.26% 16
2024
Q2 		$510K Buy
10,678
+70
+0.7% +$3.34K 0.27% 15
2024
Q1 		$510K Buy
10,608
+34
+0.3% +$1.64K 0.27% 15
2023
Q4 		$513K Buy
+10,574
New +$499K 0.29% 15

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

Grunden Financial Advisory's DFNM Position: Q4 2025 in Review

Grunden Financial Advisory increased its Dimensional National Municipal Bond ETF (DFNM) stake by 0.92% in Q4 2025, buying an estimated $5.54K and bringing the position to 12,580 shares worth $606K. The position accounts for 0.24% of the portfolio, ranked #20.

Grunden Financial Advisory first reported a position in DFNM in Q4 2023 and has held it in 9 quarters since. 275 funds tracked by Wall St. Rank hold DFNM as of Q4 2025.

  • Grunden Financial Advisory held 12,580 shares of Dimensional National Municipal Bond ETF worth $606K as of Q4 2025.
  • Grunden Financial Advisory bought 115 Dimensional National Municipal Bond ETF shares in Q4 2025, an estimated $5.54K.
  • Dimensional National Municipal Bond ETF made up 0.24% of Grunden Financial Advisory's portfolio in Q4 2025, its #20 holding.
  • Grunden Financial Advisory first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • 275 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.