Pure Financial Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Pure Financial 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	$1.9M	Buy	39,561 +565	+1%	+$27.4K	0.03%	167
2025 Q4	$1.88M	Buy	38,996 +335	+0.9%	+$16.1K	0.03%	169
2025 Q3	$1.85M	Buy	38,661 +310	+0.8%	+$14.7K	0.03%	160
2025 Q2	$1.82M	Buy	38,351 +19,078	+99%	+$902K	0.03%	160
2025 Q1	$917K	Buy	19,273 +1,089	+6%	+$52.1K	0.02%	180
2024 Q4	$869K	Sell	18,184 -1,153	-6%	-$55.5K	0.02%	169
2024 Q3	$939K	Buy	19,337 +219	+1%	+$10.6K	0.02%	158
2024 Q2	$913K	Buy	19,118 +112	+0.6%	+$5.35K	0.03%	150
2024 Q1	$914K	Buy	19,006 +79	+0.4%	+$3.81K	0.03%	151
2023 Q4	$918K	Buy	+18,927	New	+$894K	0.03%	149

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