Kovitz Investment Group Partners
DFNM icon

Kovitz Investment Group Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-216,090
Closed -$10.4M – 650
2025
Q3 		$10.4M Sell
216,090
-18,465
-8% -$878K 0.04% 322
2025
Q2 		$11.1M Buy
234,555
+221,620
+1,713% +$10.5M 0.05% 289
2025
Q1 		$615K Buy
12,935
+804
+7% +$38.5K ﹤0.01% 861
2024
Q4 		$580K Buy
12,131
+3,619
+43% +$174K ﹤0.01% 851
2024
Q3 		$413K Buy
+8,512
New +$410K ﹤0.01% 794

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Kovitz Investment Group Partners's DFNM Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Dimensional National Municipal Bond ETF (DFNM) in Q4 2025, closing a stake of 216,090 shares — an estimated $10.4M sold.

Kovitz Investment Group Partners first reported a position in DFNM in Q3 2024 and held it in 5 quarters. The position peaked at $11.1M in Q2 2025. 275 funds tracked by Wall St. Rank hold DFNM as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Dimensional National Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 216,090 Dimensional National Municipal Bond ETF shares in Q4 2025, an estimated $10.4M.
  • Kovitz Investment Group Partners first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Dimensional National Municipal Bond ETF position peaked at $11.1M in Q2 2025.
  • 275 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.