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Sage Rhino Capital’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Sage Rhino Capital’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
-4,673
Closed -$222K – 285
2025
Q1 		$222K Buy
4,673
+3
+0.1% +$144 0.05% 216
2024
Q4 		$223K Sell
4,670
-19,642
-81% -$945K 0.05% 215
2024
Q3 		$1.18M Sell
24,312
-6,288
-21% -$303K 0.26% 75
2024
Q2 		$1.46M Sell
30,600
-19,749
-39% -$943K 0.35% 59
2024
Q1 		$2.42M Buy
50,349
+1,755
+4% +$84.7K 0.57% 46
2023
Q4 		$2.36M Sell
48,594
-2,156
-4% -$102K 0.61% 44
2023
Q3 		$2.36M Buy
50,750
+3,157
+7% +$149K 0.66% 40
2023
Q2 		$2.27M Buy
47,593
+559
+1% +$26.7K 0.63% 38
2023
Q1 		$2.27M Buy
47,034
+3,438
+8% +$165K 0.66% 37
2022
Q4 		$2.08M Buy
+43,596
New +$2.06M 0.66% 37

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

Sage Rhino Capital's DFNM Position: Q2 2025 in Review

Sage Rhino Capital sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2025, closing a stake of 4,673 shares — an estimated $222K sold.

Sage Rhino Capital first reported a position in DFNM in Q4 2022 and held it in 10 quarters. The position peaked at $2.42M in Q1 2024. 241 funds tracked by Wall St. Rank hold DFNM as of Q2 2025.

  • Sage Rhino Capital reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Sage Rhino Capital sold 4,673 Dimensional National Municipal Bond ETF shares in Q2 2025, an estimated $222K.
  • Sage Rhino Capital first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and held it in 10 quarters.
  • Sage Rhino Capital's Dimensional National Municipal Bond ETF position peaked at $2.42M in Q1 2024.
  • 241 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2025.

Based on Sage Rhino Capital's 13F filing for Q2 2025, filed 17 Jul 2025.