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MilWealth Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

MilWealth 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
Q1 		– Sell
-2,010
Closed -$96K – 73
2024
Q4 		$96K Buy
+2,010
New +$96.7K 0.03% 43

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 $3.68B AUM 13.84% 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
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

MilWealth Group's DFNM Position: Q1 2025 in Review

MilWealth Group sold out of Dimensional National Municipal Bond ETF (DFNM) in Q1 2025, closing a stake of 2,010 shares — an estimated $96K sold.

MilWealth Group first reported a position in DFNM in Q4 2024 and held it in 1 quarter. The position peaked at $96K in Q4 2024. 239 funds tracked by Wall St. Rank hold DFNM as of Q1 2025.

  • MilWealth Group reported no remaining Dimensional National Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • MilWealth Group sold 2,010 Dimensional National Municipal Bond ETF shares in Q1 2025, an estimated $96K.
  • MilWealth Group first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and held it in 1 quarter.
  • MilWealth Group's Dimensional National Municipal Bond ETF position peaked at $96K in Q4 2024.
  • 239 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2025.

Based on MilWealth Group's 13F filing for Q1 2025, filed 1 May 2025.