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

Parallel 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	$22.9K	Buy	477 +2	+0.4%	+$97	﹤0.01%	2418
2025 Q4	$22.9K	Buy	475 +5	+1%	+$241	﹤0.01%	2217
2025 Q3	$22.6K	Sell	470 -8	-2%	-$380	﹤0.01%	2183
2025 Q2	$22.7K	Buy	478 +3	+0.6%	+$142	﹤0.01%	2133
2025 Q1	$22.6K	Buy	475 +4	+0.8%	+$192	﹤0.01%	2075
2024 Q4	$22.5K	Buy	471 +4	+0.9%	+$192	﹤0.01%	2088
2024 Q3	$22.7K	Buy	467 +3	+0.6%	+$145	﹤0.01%	2022
2024 Q2	$22.2K	Buy	464 +3	+0.7%	+$143	﹤0.01%	1930
2024 Q1	$22.2K	Buy	+461	New	+$22.3K	﹤0.01%	1920

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