MWG
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Martin Worley Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Martin Worley Group’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
Q2 		$1.79M Buy
37,726
+28,146
+294% +$1.33M 0.88% 34
2025
Q1 		$456K Buy
9,580
+99
+1% +$4.74K 0.26% 61
2024
Q4 		$453K Buy
+9,481
New +$456K 0.28% 62

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $3.18B AUM 21.22% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Martin Worley Group's DFNM Position: Q2 2025 in Review

Martin Worley Group increased its Dimensional National Municipal Bond ETF (DFNM) stake by 294% in Q2 2025, buying an estimated $1.33M and bringing the position to 37,726 shares worth $1.79M. The position accounts for 0.88% of the portfolio, ranked #34.

Martin Worley Group first reported a position in DFNM in Q4 2024 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold DFNM as of Q2 2025.

  • Martin Worley Group held 37,726 shares of Dimensional National Municipal Bond ETF worth $1.79M as of Q2 2025.
  • Martin Worley Group bought 28,146 Dimensional National Municipal Bond ETF shares in Q2 2025, an estimated $1.33M.
  • Dimensional National Municipal Bond ETF made up 0.88% of Martin Worley Group's portfolio in Q2 2025, its #34 holding.
  • Martin Worley Group first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 241 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.