Safeguard Investment Advisory Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Safeguard Investment Advisory Group’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	$883K	Buy	18,423 +494	+3%	+$23.9K	0.24%	45
2025 Q4	$864K	Buy	17,929 +829	+5%	+$39.9K	0.22%	47
2025 Q3	$820K	Sell	17,100 -3,102	-15%	-$148K	0.2%	53
2025 Q2	$958K	Buy	20,202 +1,176	+6%	+$55.6K	0.24%	47
2025 Q1	$905K	Sell	19,026 -4,439	-19%	-$213K	0.25%	45
2024 Q4	$1.12M	Buy	23,465 +557	+2%	+$26.8K	0.31%	34
2024 Q3	$1.11M	Buy	22,908 +449	+2%	+$21.7K	0.32%	34
2024 Q2	$1.07M	Sell	22,459 -115	-0.5%	-$5.49K	0.33%	32
2024 Q1	$1.09M	Buy	22,574 +3,254	+17%	+$157K	0.37%	32
2023 Q4	$937K	Buy	19,320 +1,633	+9%	+$77.1K	0.35%	34
2023 Q3	$822K	Sell	17,687 -2,054	-10%	-$97.2K	0.36%	34
2023 Q2	$940K	Buy	19,741 +6,543	+50%	+$313K	0.4%	36
2023 Q1	$638K	Buy	+13,198	New	+$635K	0.31%	41

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