Park Avenue Securities’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Park Avenue Securities’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	$2.18M	Buy	45,467 +3,030	+7%	+$147K	0.02%	526
2025 Q4	$2.04M	Buy	42,437 +544	+1%	+$26.2K	0.02%	543
2025 Q3	$2.01M	Sell	41,893 -603	-1%	-$28.7K	0.02%	587
2025 Q2	$2.02M	Buy	42,496 +2,197	+5%	+$104K	0.02%	514
2025 Q1	$1.92M	Buy	40,299 +140	+0.3%	+$6.7K	0.02%	410
2024 Q4	$1.92M	Buy	40,159 +958	+2%	+$46.1K	0.02%	498
2024 Q3	$1.9M	Sell	39,201 -5,254	-12%	-$253K	0.02%	446
2024 Q2	$2.12M	Buy	44,455 +11,213	+34%	+$536K	0.03%	397
2024 Q1	$1.6M	Buy	33,242 +3,733	+13%	+$180K	0.02%	483
2023 Q4	$1.43M	Buy	29,509 +203	+0.7%	+$9.59K	0.02%	486
2023 Q3	$1.36M	Buy	29,306 +880	+3%	+$41.6K	0.02%	448
2023 Q2	$1.35M	Buy	28,426 +2,751	+11%	+$132K	0.02%	416
2023 Q1	$1.24M	Buy	25,675 +695	+3%	+$33.4K	0.02%	405
2022 Q4	$1.19M	Buy	24,980 +3	+0%	+$142	0.02%	449
2022 Q3	$1.17M	Buy	24,977 +1,488	+6%	+$71.6K	0.02%	401
2022 Q2	$1.13M	Buy	+23,489	New	+$1.13M	0.02%	412

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