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

PFG Private 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
Q4 		– Sell
-18,022
Closed -$865K – 97
2025
Q3 		$865K Buy
+18,022
New +$857K 0.39% 54

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Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
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Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
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MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

PFG Private Wealth Management's DFNM Position: Q4 2025 in Review

PFG Private Wealth Management sold out of Dimensional National Municipal Bond ETF (DFNM) in Q4 2025, closing a stake of 18,022 shares — an estimated $865K sold.

PFG Private Wealth Management first reported a position in DFNM in Q3 2025 and held it in 1 quarter. The position peaked at $865K in Q3 2025. 275 funds tracked by Wall St. Rank hold DFNM as of Q4 2025.

  • PFG Private Wealth Management reported no remaining Dimensional National Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 18,022 Dimensional National Municipal Bond ETF shares in Q4 2025, an estimated $865K.
  • PFG Private Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's Dimensional National Municipal Bond ETF position peaked at $865K in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.