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

PBMares 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
Q3 		$25.7M Buy
536,316
+27,075
+5% +$1.29M 4.17% 7
2025
Q2 		$24.2M Buy
509,241
+20,204
+4% +$955K 4.42% 7
2025
Q1 		$23.3M Buy
489,037
+71,979
+17% +$3.45M 4.66% 6
2024
Q4 		$19.9M Buy
417,058
+14,795
+4% +$712K 4.07% 7
2024
Q3 		$19.5M Buy
402,263
+46,136
+13% +$2.22M 4.08% 7
2024
Q2 		$17M Buy
356,127
+44,079
+14% +$2.11M 4.18% 4
2024
Q1 		$15M Buy
312,048
+27,945
+10% +$1.35M 3.91% 6
2023
Q4 		$13.8M Buy
284,103
+24,372
+9% +$1.15M 4.14% 6
2023
Q3 		$12.1M Buy
259,731
+19,052
+8% +$901K 4.35% 5
2023
Q2 		$11.5M Buy
240,679
+3,967
+2% +$190K 4.1% 5
2023
Q1 		$11.4M Buy
236,712
+6,966
+3% +$335K 4.25% 6
2022
Q4 		$11M Buy
229,746
+96,054
+72% +$4.54M 4.45% 5
2022
Q3 		$6.24M Buy
133,692
+35,265
+36% +$1.7M 2.72% 8
2022
Q2 		$4.73M Buy
+98,427
New +$4.72M 2.03% 13

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
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

PBMares Wealth Management's DFNM Position: Q3 2025 in Review

PBMares Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 5.3% in Q3 2025, buying an estimated $1.29M and bringing the position to 536,316 shares worth $25.7M. The position accounts for 4.17% of the portfolio, ranked #7.

PBMares Wealth Management first reported a position in DFNM in Q2 2022 and has held it in 14 quarters since. 246 funds tracked by Wall St. Rank hold DFNM as of Q3 2025.

  • PBMares Wealth Management held 536,316 shares of Dimensional National Municipal Bond ETF worth $25.7M as of Q3 2025.
  • PBMares Wealth Management bought 27,075 Dimensional National Municipal Bond ETF shares in Q3 2025, an estimated $1.29M.
  • Dimensional National Municipal Bond ETF made up 4.17% of PBMares Wealth Management's portfolio in Q3 2025, its #7 holding.
  • PBMares Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and has held it in 14 quarters since.
  • 246 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.