KL
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KWMG LLC’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

KWMG LLC’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
Q3 		– Sell
-7,710
Closed -$366K – 151
2025
Q2 		$366K Buy
+7,710
New +$364K 0.03% 128

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KWMG LLC's DFNM Position: Q3 2025 in Review

KWMG LLC sold out of Dimensional National Municipal Bond ETF (DFNM) in Q3 2025, closing a stake of 7,710 shares — an estimated $366K sold.

KWMG LLC first reported a position in DFNM in Q2 2025 and held it in 1 quarter. The position peaked at $366K in Q2 2025. 247 funds tracked by Wall St. Rank hold DFNM as of Q3 2025.

  • KWMG LLC reported no remaining Dimensional National Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • KWMG LLC sold 7,710 Dimensional National Municipal Bond ETF shares in Q3 2025, an estimated $366K.
  • KWMG LLC first reported a position in Dimensional National Municipal Bond ETF in Q2 2025 and held it in 1 quarter.
  • KWMG LLC's Dimensional National Municipal Bond ETF position peaked at $366K in Q2 2025.
  • 247 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2025.

Based on KWMG LLC's 13F filing for Q3 2025, filed 8 Oct 2025.