Physician Wealth Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Physician Wealth Advisors’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	$733K	Buy	15,288 +53	+0.3%	+$2.57K	0.1%	83
2025 Q4	$734K	Buy	15,235 +593	+4%	+$28.6K	0.1%	83
2025 Q3	$703K	Buy	14,642 +6,198	+73%	+$295K	0.1%	83
2025 Q2	$401K	Hold	8,444	–	–	0.06%	117
2025 Q1	$402K	Buy	8,444 +3,995	+90%	+$191K	0.07%	106
2024 Q4	$213K	Sell	4,449 -6,227	-58%	-$300K	0.04%	172
2024 Q3	$516K	Hold	10,676	–	–	0.09%	92
2024 Q2	$513K	Hold	10,676	–	–	0.09%	91
2024 Q1	$509K	Hold	10,676	–	–	0.11%	90
2023 Q4	$514K	Buy	+10,676	New	+$504K	0.11%	85

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