MCA
DFNM icon

Maryland Capital Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Maryland Capital Advisors’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 		$7.09M Buy
147,095
+11,148
+8% +$537K 2.4% 11
2025
Q3 		$6.52M Buy
135,947
+9,174
+7% +$436K 2.33% 11
2025
Q2 		$6.01M Sell
126,773
-56,197
-31% -$2.66M 2.36% 11
2025
Q1 		$8.7M Sell
182,970
-6,207
-3% -$297K 3.84% 7
2024
Q4 		$9.04M Buy
189,177
+5,632
+3% +$271K 4.19% 6
2024
Q3 		$8.91M Sell
183,545
-381
-0.2% -$18.4K 4.33% 6
2024
Q2 		$8.79M Buy
183,926
+5,725
+3% +$274K 4.73% 6
2024
Q1 		$8.57M Buy
178,201
+268
+0.2% +$12.9K 5.32% 5
2023
Q4 		$8.63M Sell
177,933
-6,035
-3% -$285K 5.7% 4
2023
Q3 		$8.55M Sell
183,968
-1,405
-0.8% -$66.5K 6.53% 5
2023
Q2 		$8.83M Buy
185,373
+26,950
+17% +$1.29M 7.09% 3
2023
Q1 		$7.65M Buy
158,423
+10,659
+7% +$513K 6.76% 4
2022
Q4 		$7.06M Buy
+147,764
New +$6.98M 6.6% 4

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 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 $648M AUM 14.68% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return