PWM
DFNM icon

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

Parkworth 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
2025
Q2 		$787K Buy
16,593
+1,335
+9% +$63.1K 0.57% 34
2025
Q1 		$726K Buy
15,258
+1,602
+12% +$76.7K 0.58% 34
2024
Q4 		$652K Buy
+13,656
New +$657K 0.54% 34

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Parkworth Wealth Management's DFNM Position: Q2 2025 in Review

Parkworth Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 8.7% in Q2 2025, buying an estimated $63.1K and bringing the position to 16,593 shares worth $787K. The position accounts for 0.57% of the portfolio, ranked #34.

Parkworth Wealth Management first reported a position in DFNM in Q4 2024 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold DFNM as of Q2 2025.

  • Parkworth Wealth Management held 16,593 shares of Dimensional National Municipal Bond ETF worth $787K as of Q2 2025.
  • Parkworth Wealth Management bought 1,335 Dimensional National Municipal Bond ETF shares in Q2 2025, an estimated $63.1K.
  • Dimensional National Municipal Bond ETF made up 0.57% of Parkworth Wealth Management's portfolio in Q2 2025, its #34 holding.
  • Parkworth Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 241 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.