OWA
DFNM icon

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

Oak 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
2025
Q4 		– Sell
-4,959
Closed -$238K – 61
2025
Q3 		$238K Sell
4,959
-16,052
-76% -$763K 0.14% 55
2025
Q2 		$997K Buy
21,011
+3,772
+22% +$178K 0.64% 23
2025
Q1 		$820K Buy
17,239
+536
+3% +$25.7K 0.61% 23
2024
Q4 		$798K Buy
+16,703
New +$804K 0.61% 24

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 $1.96B AUM 19.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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 $1.47B AUM 19.75% 1-Year Est. Return

Oak Wealth Advisors's DFNM Position: Q4 2025 in Review

Oak Wealth Advisors sold out of Dimensional National Municipal Bond ETF (DFNM) in Q4 2025, closing a stake of 4,959 shares — an estimated $238K sold.

Oak Wealth Advisors first reported a position in DFNM in Q4 2024 and held it in 4 quarters. The position peaked at $997K in Q2 2025. 275 funds tracked by Wall St. Rank hold DFNM as of Q4 2025.

  • Oak Wealth Advisors reported no remaining Dimensional National Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Oak Wealth Advisors sold 4,959 Dimensional National Municipal Bond ETF shares in Q4 2025, an estimated $238K.
  • Oak Wealth Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and held it in 4 quarters.
  • Oak Wealth Advisors's Dimensional National Municipal Bond ETF position peaked at $997K in Q2 2025.
  • 275 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2025.

Based on Oak Wealth Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.