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

Physician Wealth Solutions’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 Q3	–	Sell	-14,392	Closed	-$696K	–	46
2026 Q2	$696K	Sell	14,392 -517	-3%	-$24.9K	0.26%	31
2026 Q1	$715K	Sell	14,909 -451	-3%	-$21.9K	0.3%	32
2025 Q4	$740K	Sell	15,360 -707	-4%	-$34.1K	0.31%	31
2025 Q3	$771K	Sell	16,067 -7,471	-32%	-$355K	0.34%	31
2025 Q2	$1.12M	Sell	23,538 -2,000	-8%	-$94.5K	0.52%	27
2025 Q1	$1.21M	Sell	25,538 -358	-1%	-$17.1K	0.61%	25
2024 Q4	$1.24M	Hold	25,896	–	–	0.62%	25
2024 Q3	$1.24M	Hold	25,896	–	–	0.62%	25
2024 Q2	$1.24M	Sell	25,896 -442	-2%	-$21.1K	0.88%	23
2024 Q1	$1.27M	Sell	26,338 -993	-4%	-$47.9K	1.06%	23
2023 Q4	$1.33M	Buy	+27,331	New	+$1.29M	1.32%	22

Other funds holding DFNM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

OFI

Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

25 LLC St. Louis, Missouri $367M AUM 10.52% 1-Year Est. Return

Physician Wealth Solutions's DFNM Position: Q3 2026 in Review

Physician Wealth Solutions sold out of Dimensional National Municipal Bond ETF (DFNM) in Q3 2026, closing a stake of 14,392 shares — an estimated $696K sold.

Physician Wealth Solutions first reported a position in DFNM in Q4 2023 and held it in 11 quarters. The position peaked at $1.33M in Q4 2023. 26 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

Physician Wealth Solutions reported no remaining Dimensional National Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
Physician Wealth Solutions sold 14,392 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $696K.
Physician Wealth Solutions first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and held it in 11 quarters.
Physician Wealth Solutions's Dimensional National Municipal Bond ETF position peaked at $1.33M in Q4 2023.
26 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on Physician Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.