Red Lighthouse Investment Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Red Lighthouse Investment Management’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	$294K	Hold	6,141	–	–	0.1%	68
2025 Q4	$296K	Hold	6,141	–	–	0.11%	47
2025 Q3	$295K	Hold	6,141	–	–	0.1%	60
2025 Q2	$291K	Sell	6,141 -236	-4%	-$11.2K	0.11%	59
2025 Q1	$307K	Sell	6,377 -462	-7%	-$22.1K	0.13%	57
2024 Q4	$327K	Buy	6,839 +166	+2%	+$7.99K	0.13%	53
2024 Q3	$324K	Buy	6,673 +296	+5%	+$14.3K	0.13%	55
2024 Q2	$305K	Hold	6,377	–	–	0.13%	56
2024 Q1	$307K	Hold	6,377	–	–	0.12%	58
2023 Q4	$309K	Sell	6,377 -2,760	-30%	-$130K	0.13%	55
2023 Q3	$425K	Buy	9,137 +2	+0%	+$95	0.2%	44
2023 Q2	$435K	Hold	9,135	–	–	0.2%	43
2023 Q1	$441K	Buy	9,135 +620	+7%	+$29.8K	0.21%	43
2022 Q4	$407K	Buy	+8,515	New	+$402K	0.21%	44

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