Quarry Hill Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Quarry Hill 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	$3.29M	Buy	67,892 +3,782	+6%	+$183K	1.35%	17
2025 Q4	$3.09M	Buy	64,110 +14,471	+29%	+$697K	1.44%	17
2025 Q3	$2.38M	Buy	49,639 +11,212	+29%	+$533K	1.22%	19
2025 Q2	$1.82M	Buy	38,427 +2,271	+6%	+$107K	1.06%	20
2025 Q1	$1.72M	Buy	36,156 +5,221	+17%	+$250K	1.12%	20
2024 Q4	$1.48M	Buy	30,935 +3,642	+13%	+$175K	0.99%	20
2024 Q3	$1.32M	Buy	27,293 +6,598	+32%	+$318K	0.89%	22
2024 Q2	$989K	Buy	20,695 +5,943	+40%	+$284K	0.66%	25
2024 Q1	$709K	Sell	14,752 -881	-6%	-$42.5K	0.52%	25
2023 Q4	$758K	Sell	15,633 -65,094	-81%	-$3.07M	0.62%	23
2023 Q3	$3.75M	Sell	80,727 -4,826	-6%	-$228K	3.44%	8
2023 Q2	$4.07M	Sell	85,553 -4,684	-5%	-$224K	3.68%	6
2023 Q1	$4.36M	Sell	90,237 -692	-0.8%	-$33.3K	4.1%	7
2022 Q4	$4.35M	Buy	+90,929	New	+$4.3M	4.4%	6

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 $17.9B AUM 21.2% 1-Year Est. Return

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