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

SB Capital 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
2025 Q4	$1.89M	Buy	+39,281	New	+$1.89M	0.69%	31

Other funds holding DFNM

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

SB Capital Management's DFNM Position: Q4 2025 in Review

SB Capital Management opened a new position in Dimensional National Municipal Bond ETF (DFNM) in Q4 2025: 39,281 shares worth $1.89M. The stake represents 0.69% of the portfolio and ranks #31 among its holdings.

275 funds tracked by Wall St. Rank hold DFNM as of Q4 2025.

SB Capital Management held 39,281 shares of Dimensional National Municipal Bond ETF worth $1.89M as of Q4 2025.
Dimensional National Municipal Bond ETF was a new SB Capital Management position in Q4 2025.
Dimensional National Municipal Bond ETF made up 0.69% of SB Capital Management's portfolio in Q4 2025, its #31 holding.
275 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2025.

Based on SB Capital Management's 13F filing for Q4 2025, filed 20 Feb 2026.