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McCarthy & Cox’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

McCarthy & Cox’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
Q1 		– Sell
-5,654
Closed -$270K – 65
2024
Q4 		$270K Sell
5,654
-3,112
-36% -$150K 0.09% 52
2024
Q3 		$426K Sell
8,766
-1,631
-16% -$78.7K 0.16% 37
2024
Q2 		$497K Sell
10,397
-3,680
-26% -$176K 0.19% 31
2024
Q1 		$677K Buy
+14,077
New +$679K 0.26% 28

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
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

McCarthy & Cox's DFNM Position: Q1 2025 in Review

McCarthy & Cox sold out of Dimensional National Municipal Bond ETF (DFNM) in Q1 2025, closing a stake of 5,654 shares — an estimated $270K sold.

McCarthy & Cox first reported a position in DFNM in Q1 2024 and held it in 4 quarters. The position peaked at $677K in Q1 2024. 238 funds tracked by Wall St. Rank hold DFNM as of Q1 2025.

  • McCarthy & Cox reported no remaining Dimensional National Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • McCarthy & Cox sold 5,654 Dimensional National Municipal Bond ETF shares in Q1 2025, an estimated $270K.
  • McCarthy & Cox first reported a position in Dimensional National Municipal Bond ETF in Q1 2024 and held it in 4 quarters.
  • McCarthy & Cox's Dimensional National Municipal Bond ETF position peaked at $677K in Q1 2024.
  • 238 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2025.

Based on McCarthy & Cox's 13F filing for Q1 2025, filed 14 Apr 2025.