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

KFG Wealth Management’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	$261K	Buy	5,447 +21	+0.4%	+$1.02K	0.03%	191
2025 Q4	$261K	Sell	5,426 -180	-3%	-$8.67K	0.04%	183
2025 Q3	$269K	Buy	5,606 +27	+0.5%	+$1.28K	0.04%	176
2025 Q2	$265K	Buy	5,579 +9	+0.2%	+$425	0.04%	173
2025 Q1	$265K	Hold	5,570	–	–	0.05%	168
2024 Q4	$266K	Hold	5,570	–	–	0.05%	160
2024 Q3	$270K	Sell	5,570 -135	-2%	-$6.51K	0.06%	150
2024 Q2	$273K	Hold	5,705	–	–	0.11%	130
2024 Q1	$274K	Hold	5,705	–	–	0.11%	128
2023 Q4	$277K	Buy	+5,705	New	+$269K	0.13%	107

Other funds holding DFNM

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return