PWMG
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Pioneer Wealth Management Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Pioneer Wealth Management Group’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
-22,599
Closed -$1.09M – 58
2026
Q2 		$1.09M Buy
+22,599
New +$1.09M 0.26% 32

Other funds holding DFNM

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FG
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
VF
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
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return
OFI
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Pioneer Wealth Management Group's DFNM Position: Q3 2026 in Review

Pioneer Wealth Management Group sold out of Dimensional National Municipal Bond ETF (DFNM) in Q3 2026, closing a stake of 22,599 shares — an estimated $1.09M sold.

Pioneer Wealth Management Group first reported a position in DFNM in Q2 2026 and held it in 1 quarter. The position peaked at $1.09M in Q2 2026. 30 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

  • Pioneer Wealth Management Group reported no remaining Dimensional National Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Pioneer Wealth Management Group sold 22,599 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $1.09M.
  • Pioneer Wealth Management Group first reported a position in Dimensional National Municipal Bond ETF in Q2 2026 and held it in 1 quarter.
  • Pioneer Wealth Management Group's Dimensional National Municipal Bond ETF position peaked at $1.09M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.