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MAI Capital Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

MAI Capital 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
2025
Q4 		– Sell
-745
Closed -$35.7K – 4387
2025
Q3 		$35.7K Buy
+745
New +$35.4K ﹤0.01% 2115

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SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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 $716M AUM 15.48% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

MAI Capital Management's DFNM Position: Q4 2025 in Review

MAI Capital Management sold out of Dimensional National Municipal Bond ETF (DFNM) in Q4 2025, closing a stake of 745 shares — an estimated $35.7K sold.

MAI Capital Management first reported a position in DFNM in Q3 2025 and held it in 1 quarter. The position peaked at $35.7K in Q3 2025. 275 funds tracked by Wall St. Rank hold DFNM as of Q4 2025.

  • MAI Capital Management reported no remaining Dimensional National Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • MAI Capital Management sold 745 Dimensional National Municipal Bond ETF shares in Q4 2025, an estimated $35.7K.
  • MAI Capital Management first reported a position in Dimensional National Municipal Bond ETF in Q3 2025 and held it in 1 quarter.
  • MAI Capital Management's Dimensional National Municipal Bond ETF position peaked at $35.7K in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2025.

Based on MAI Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.