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Main Street Financial Solutions’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Main Street Financial Solutions’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
-13,501
Closed -$640K – 620
2025
Q2 		$640K Sell
13,501
-6,637
-33% -$314K 0.05% 306
2025
Q1 		$958K Sell
20,138
-944
-4% -$45.2K 0.08% 197
2024
Q4 		$1.01M Buy
21,082
+275
+1% +$13.2K 0.1% 166
2024
Q3 		$1.01M Hold
20,807
– – 0.09% 195
2024
Q2 		$994K Buy
20,807
+143
+0.7% +$6.83K 0.09% 199
2024
Q1 		$994K Sell
20,664
-9
-0% -$434 0.11% 182
2023
Q4 		$1M Sell
20,673
-1,522
-7% -$71.9K 0.13% 152
2023
Q3 		$1.03M Buy
+22,195
New +$1.05M 0.15% 139

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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Main Street Financial Solutions's DFNM Position: Q3 2025 in Review

Main Street Financial Solutions sold out of Dimensional National Municipal Bond ETF (DFNM) in Q3 2025, closing a stake of 13,501 shares — an estimated $640K sold.

Main Street Financial Solutions first reported a position in DFNM in Q3 2023 and held it in 8 quarters. The position peaked at $1.03M in Q3 2023. 246 funds tracked by Wall St. Rank hold DFNM as of Q3 2025.

  • Main Street Financial Solutions reported no remaining Dimensional National Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Main Street Financial Solutions sold 13,501 Dimensional National Municipal Bond ETF shares in Q3 2025, an estimated $640K.
  • Main Street Financial Solutions first reported a position in Dimensional National Municipal Bond ETF in Q3 2023 and held it in 8 quarters.
  • Main Street Financial Solutions's Dimensional National Municipal Bond ETF position peaked at $1.03M in Q3 2023.
  • 246 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2025.

Based on Main Street Financial Solutions's 13F filing for Q3 2025, filed 14 Nov 2025.