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Principal Securities’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Principal Securities’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 		– Sell
-831
Closed -$39.7K – 3735
2025
Q1 		$39.7K Hold
831
– – ﹤0.01% 1853
2024
Q4 		$39.7K Buy
+831
New +$40K ﹤0.01% 1851

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
GM
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
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RK
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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Principal Securities's DFNM Position: Q2 2025 in Review

Principal Securities sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2025, closing a stake of 831 shares — an estimated $39.7K sold.

Principal Securities first reported a position in DFNM in Q4 2024 and held it in 2 quarters. The position peaked at $39.7K in Q1 2025. 241 funds tracked by Wall St. Rank hold DFNM as of Q2 2025.

  • Principal Securities reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 831 Dimensional National Municipal Bond ETF shares in Q2 2025, an estimated $39.7K.
  • Principal Securities first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
  • Principal Securities's Dimensional National Municipal Bond ETF position peaked at $39.7K in Q1 2025.
  • 241 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.