SeaCrest Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

SeaCrest Wealth 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 Q3	–	Sell	-4,986	Closed	-$236K	–	643
2025 Q2	$236K	Hold	4,986	–	–	0.03%	519
2025 Q1	$237K	Hold	4,986	–	–	0.03%	565
2024 Q4	$238K	Hold	4,986	–	–	0.03%	568
2024 Q3	$242K	Hold	4,986	–	–	0.03%	561
2024 Q2	$238K	Sell	4,986 -308	-6%	-$14.7K	0.03%	532
2024 Q1	$255K	Hold	5,294	–	–	0.03%	497
2023 Q4	$257K	Hold	5,294	–	–	0.03%	503
2023 Q3	$246K	Hold	5,294	–	–	0.03%	512
2023 Q2	$252K	Buy	5,294 +120	+2%	+$5.74K	0.03%	513
2023 Q1	$250K	Buy	+5,174	New	+$249K	0.03%	517
2022 Q3	–	Sell	-2,900	Closed	-$139K	–	832
2022 Q2	$139K	Buy	+2,900	New	+$139K	0.02%	738

Other funds holding DFNM

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

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return