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

Savant 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
2026 Q1	$14.9M	Sell	310,743 -212,839	-41%	-$10.3M	0.07%	149
2025 Q4	$25.2M	Buy	523,582 +418,722	+399%	+$20.2M	0.14%	102
2025 Q3	$5.03M	Buy	104,860 +84,741	+421%	+$4.03M	0.03%	237
2025 Q2	$954K	Sell	20,119 -527	-3%	-$24.9K	0.01%	536
2025 Q1	$982K	Sell	20,646 -13,020	-39%	-$623K	0.01%	479
2024 Q4	$1.61M	Sell	33,666 -7,273	-18%	-$350K	0.01%	501
2024 Q3	$1.99M	Sell	40,939 -1,472	-3%	-$71K	0.02%	432
2024 Q2	$2.03M	Sell	42,411 -48,884	-54%	-$2.34M	0.02%	372
2024 Q1	$4.39M	Sell	91,295 -33,983	-27%	-$1.64M	0.05%	199
2023 Q4	$6.08M	Sell	125,278 -50,223	-29%	-$2.37M	0.08%	165
2023 Q3	$8.16M	Buy	+175,501	New	+$8.3M	0.12%	126

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