North Ridge Wealth Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

North Ridge Wealth 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
2026 Q1	$2.96M	Buy	61,775 +14,198	+30%	+$688K	1.67%	14
2025 Q4	$2.29M	Buy	47,577 +3,788	+9%	+$183K	1.28%	14
2025 Q3	$2.1M	Buy	43,789 +6,132	+16%	+$292K	1.2%	14
2025 Q2	$1.79M	Sell	37,657 -15,046	-29%	-$711K	1.1%	15
2025 Q1	$2.51M	Buy	52,703 +6,249	+13%	+$299K	1.67%	14
2024 Q4	$2.22M	Sell	46,454 -1,103	-2%	-$53.1K	1.54%	14
2024 Q3	$2.31M	Buy	47,557 +7,031	+17%	+$339K	1.57%	14
2024 Q2	$1.94M	Buy	40,526 +6,168	+18%	+$295K	1.47%	15
2024 Q1	$1.65M	Buy	34,358 +377	+1%	+$18.2K	1.28%	15
2023 Q4	$1.65M	Buy	33,981 +9,975	+42%	+$471K	1.37%	15
2023 Q3	$1.12M	Buy	24,006 +4,913	+26%	+$232K	1.09%	19
2023 Q2	$909K	Buy	19,093 +4,424	+30%	+$212K	0.87%	21
2023 Q1	$709K	Buy	+14,669	New	+$705K	0.71%	25

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