IA
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IFG Advisory’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

IFG 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
2026
Q1 		– Sell
-6,984
Closed -$336K – 447
2025
Q4 		$336K Sell
6,984
-387
-5% -$18.6K 0.01% 608
2025
Q3 		$354K Sell
7,371
-52
-0.7% -$2.47K 0.02% 583
2025
Q2 		$352K Buy
7,423
+108
+1% +$5.1K 0.02% 562
2025
Q1 		$348K Buy
7,315
+683
+10% +$32.7K 0.02% 522
2024
Q4 		$317K Buy
+6,632
New +$319K 0.02% 530
2024
Q3 		– Sell
-6,328
Closed -$302K – 436
2024
Q2 		$302K Buy
+6,328
New +$302K 0.02% 513
2024
Q1 		– Sell
-5,186
Closed -$252K – 415
2023
Q4 		$252K Buy
5,186
+811
+19% +$38.3K 0.02% 506
2023
Q3 		$203K Buy
+4,375
New +$207K 0.02% 517

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 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