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Patriot Financial Group Insurance Agency’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-51,377
Closed -$2.44M – 513
2025
Q2 		$2.44M Buy
51,377
+10,005
+24% +$473K 0.28% 93
2025
Q1 		$1.97M Buy
41,372
+1,662
+4% +$79.6K 0.26% 97
2024
Q4 		$1.9M Sell
39,710
-1,806
-4% -$86.9K 0.25% 90
2024
Q3 		$2.02M Buy
41,516
+1,464
+4% +$70.6K 0.27% 87
2024
Q2 		$1.91M Buy
40,052
+8,845
+28% +$423K 0.28% 82
2024
Q1 		$1.5M Sell
31,207
-58
-0.2% -$2.8K 0.24% 101
2023
Q4 		$1.52M Sell
31,265
-4,254
-12% -$201K 0.29% 79
2023
Q3 		$1.65M Sell
35,519
-6,337
-15% -$300K 0.34% 62
2023
Q2 		$1.99M Buy
+41,856
New +$2M 0.38% 58

Other funds holding DFNM

TI
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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 $3.18B AUM 21.22% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DFNM Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of Dimensional National Municipal Bond ETF (DFNM) in Q3 2025, closing a stake of 51,377 shares — an estimated $2.44M sold.

Patriot Financial Group Insurance Agency first reported a position in DFNM in Q2 2023 and held it in 9 quarters. The position peaked at $2.44M in Q2 2025. 246 funds tracked by Wall St. Rank hold DFNM as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining Dimensional National Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 51,377 Dimensional National Municipal Bond ETF shares in Q3 2025, an estimated $2.44M.
  • Patriot Financial Group Insurance Agency first reported a position in Dimensional National Municipal Bond ETF in Q2 2023 and held it in 9 quarters.
  • Patriot Financial Group Insurance Agency's Dimensional National Municipal Bond ETF position peaked at $2.44M in Q2 2025.
  • 246 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.