Phillips Financial Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Phillips Financial 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
2026 Q1	$986K	Hold	20,568	–	–	0.07%	113
2025 Q4	$991K	Sell	20,568 -840	-4%	-$40.5K	0.06%	111
2025 Q3	$1.03M	Buy	21,408 +61	+0.3%	+$2.9K	0.07%	113
2025 Q2	$1.01M	Sell	21,347 -15,379	-42%	-$727K	0.07%	107
2025 Q1	$1.75M	Sell	36,726 -615	-2%	-$29.4K	0.14%	84
2024 Q4	$1.78M	Sell	37,341 -14,986	-29%	-$721K	0.14%	85
2024 Q3	$2.54M	Sell	52,327 -7,814	-13%	-$377K	0.2%	75
2024 Q2	$2.87M	Sell	60,141 -1,169	-2%	-$55.8K	0.24%	69
2024 Q1	$2.95M	Buy	61,310 +3,537	+6%	+$171K	0.24%	70
2023 Q4	$2.8M	Buy	57,773 +6,642	+13%	+$314K	0.24%	70
2023 Q3	$2.38M	Buy	51,131 +191	+0.4%	+$9.04K	0.23%	73
2023 Q2	$2.43M	Sell	50,940 -522	-1%	-$25K	0.23%	75
2023 Q1	$2.49M	Buy	51,462 +2,062	+4%	+$99.1K	0.24%	70
2022 Q4	$2.36M	Sell	49,400 -822	-2%	-$38.9K	0.24%	72
2022 Q3	$2.34M	Buy	50,222 +12,615	+34%	+$607K	0.26%	69
2022 Q2	$1.81M	Buy	+37,607	New	+$1.8M	0.2%	69

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