JWCA
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J.W. Cole Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

J.W. Cole Advisors’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
Q1 		– Sell
-8,300
Closed -$396K – 1274
2024
Q4 		$396K Buy
8,300
+240
+3% +$11.5K 0.02% 692
2024
Q3 		$391K Sell
8,060
-306
-4% -$14.8K 0.02% 692
2024
Q2 		$400K Buy
8,366
+41
+0.5% +$1.96K 0.02% 592
2024
Q1 		$400K Buy
+8,325
New +$402K 0.02% 593

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 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 $648M AUM 14.68% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

J.W. Cole Advisors's DFNM Position: Q1 2025 in Review

J.W. Cole Advisors sold out of Dimensional National Municipal Bond ETF (DFNM) in Q1 2025, closing a stake of 8,300 shares — an estimated $396K sold.

J.W. Cole Advisors first reported a position in DFNM in Q1 2024 and held it in 4 quarters. The position peaked at $400K in Q1 2024. 238 funds tracked by Wall St. Rank hold DFNM as of Q1 2025.

  • J.W. Cole Advisors reported no remaining Dimensional National Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 8,300 Dimensional National Municipal Bond ETF shares in Q1 2025, an estimated $396K.
  • J.W. Cole Advisors first reported a position in Dimensional National Municipal Bond ETF in Q1 2024 and held it in 4 quarters.
  • J.W. Cole Advisors's Dimensional National Municipal Bond ETF position peaked at $400K in Q1 2024.
  • 238 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2025.

Based on J.W. Cole Advisors's 13F filing for Q1 2025, filed 5 May 2025.