JC
DFNM icon

Jentner Corp’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Jentner Corp’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
Q2 		$385K Hold
8,123
– – 0.1% 41
2025
Q1 		$386K Sell
8,123
-2,185
-21% -$105K 0.12% 40
2024
Q4 		$492K Buy
10,308
+5,438
+112% +$262K 0.14% 37
2024
Q3 		$236K Buy
+4,870
New +$235K 0.07% 52

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Jentner Corp's DFNM Position: Q2 2025 in Review

Jentner Corp held its Dimensional National Municipal Bond ETF (DFNM) position steady in Q2 2025 at 8,123 shares worth $385K. The position accounts for 0.1% of the portfolio, ranked #41.

Jentner Corp first reported a position in DFNM in Q3 2024 and has held it in 4 quarters since. The position peaked at $492K in Q4 2024. 241 funds tracked by Wall St. Rank hold DFNM as of Q2 2025.

  • Jentner Corp held 8,123 shares of Dimensional National Municipal Bond ETF worth $385K as of Q2 2025.
  • Jentner Corp left its Dimensional National Municipal Bond ETF share count unchanged in Q2 2025.
  • Dimensional National Municipal Bond ETF made up 0.1% of Jentner Corp's portfolio in Q2 2025, its #41 holding.
  • Jentner Corp first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • Jentner Corp's Dimensional National Municipal Bond ETF position peaked at $492K in Q4 2024.
  • 241 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2025.

Based on Jentner Corp's 13F filing for Q2 2025, filed 16 Jul 2025.