HWM
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HB Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

HB Wealth Management’s Portfolio DFNM Stock Details DFNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.14M Buy
66,155
+43,161
+188% +$2.05M 0.02% 281
2025
Q1 		$1.09M Buy
+22,994
New +$1.09M 0.01% 506