SWM
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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

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Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $3.18B AUM 21.22% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

SeaCrest Wealth Management's DFNM Position: Q3 2025 in Review

SeaCrest Wealth Management sold out of Dimensional National Municipal Bond ETF (DFNM) in Q3 2025, closing a stake of 4,986 shares — an estimated $236K sold.

SeaCrest Wealth Management first reported a position in DFNM in Q2 2022 and held it in 11 quarters. The position peaked at $257K in Q4 2023. 247 funds tracked by Wall St. Rank hold DFNM as of Q3 2025.

  • SeaCrest Wealth Management reported no remaining Dimensional National Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 4,986 Dimensional National Municipal Bond ETF shares in Q3 2025, an estimated $236K.
  • SeaCrest Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and held it in 11 quarters.
  • SeaCrest Wealth Management's Dimensional National Municipal Bond ETF position peaked at $257K in Q4 2023.
  • 247 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2025.

Based on SeaCrest Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.