Modera Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Modera Wealth Management’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
2026 Q1	$3.39M	Buy	70,793 +50	+0.1%	+$2.42K	0.04%	210
2025 Q4	$3.41M	Buy	70,743 +2,749	+4%	+$132K	0.04%	218
2025 Q3	$3.26M	Sell	67,994 -1,674	-2%	-$79.6K	0.04%	224
2025 Q2	$3.3M	Sell	69,668 -5,110	-7%	-$241K	0.04%	214
2025 Q1	$3.56M	Sell	74,778 -1,713	-2%	-$82K	0.05%	204
2024 Q4	$3.65M	Buy	76,491 +1,721	+2%	+$82.8K	0.04%	205
2024 Q3	$3.63M	Sell	74,770 -7,871	-10%	-$380K	0.05%	192
2024 Q2	$3.95M	Buy	82,641 +411	+0.5%	+$19.6K	0.06%	173
2024 Q1	$3.95M	Sell	82,230 -502	-0.6%	-$24.2K	0.06%	178
2023 Q4	$4.01M	Buy	82,732 +3,560	+4%	+$168K	0.07%	172
2023 Q3	$3.68M	Buy	79,172 +3,335	+4%	+$158K	0.07%	172
2023 Q2	$3.61M	Buy	75,837 +24,067	+46%	+$1.15M	0.07%	179
2023 Q1	$2.5M	Buy	51,770 +6,345	+14%	+$305K	0.1%	84
2022 Q4	$2.17M	Buy	+45,425	New	+$2.15M	0.09%	89

Other funds holding DFNM

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return