PrairieView Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

PrairieView Partners’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 Q2	$3.14M	Sell	66,227 -6,052	-8%	-$286K	0.3%	37
2025 Q1	$3.44M	Buy	72,279 +19,039	+36%	+$912K	0.36%	35
2024 Q4	$2.54M	Buy	53,240 +24,871	+88%	+$1.2M	0.27%	42
2024 Q3	$1.38M	Sell	28,369 -80	-0.3%	-$3.86K	0.14%	60
2024 Q2	$1.36M	Buy	28,449 +11,050	+64%	+$528K	0.15%	55
2024 Q1	$837K	Buy	17,399 +341	+2%	+$16.5K	0.1%	60
2023 Q4	$827K	Buy	17,058 +11,767	+222%	+$556K	0.1%	59
2023 Q3	$245K	Hold	5,291	–	–	0.03%	95
2023 Q2	$252K	Hold	5,291	–	–	0.03%	100
2023 Q1	$255K	Sell	5,291 -42	-0.8%	-$2.02K	0.04%	99
2022 Q4	$254K	Buy	5,333 +3,459	+185%	+$163K	0.04%	97
2022 Q3	$87K	Hold	1,874	–	–	0.01%	141
2022 Q2	$90K	Buy	+1,874	New	+$89.9K	0.01%	155

Other funds holding DFNM

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

PrairieView Partners's DFNM Position: Q2 2025 in Review

PrairieView Partners reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 8.4% in Q2 2025, selling an estimated $286K and leaving 66,227 shares worth $3.14M. The position accounts for 0.3% of the portfolio, ranked #37.

PrairieView Partners first reported a position in DFNM in Q2 2022 and has held it in 13 quarters since. The position peaked at $3.44M in Q1 2025. 241 funds tracked by Wall St. Rank hold DFNM as of Q2 2025.

PrairieView Partners held 66,227 shares of Dimensional National Municipal Bond ETF worth $3.14M as of Q2 2025.
PrairieView Partners sold 6,052 Dimensional National Municipal Bond ETF shares in Q2 2025, an estimated $286K.
Dimensional National Municipal Bond ETF made up 0.3% of PrairieView Partners's portfolio in Q2 2025, its #37 holding.
PrairieView Partners first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and has held it in 13 quarters since.
PrairieView Partners's Dimensional National Municipal Bond ETF position peaked at $3.44M in Q1 2025.
241 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.