Sigma Planning Corp’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Sigma Planning Corp’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	-5,265	Closed	-$250K	–	1262
2025 Q1	$250K	Sell	5,265 -300	-5%	-$14.4K	0.01%	1033
2024 Q4	$266K	Buy	5,565 +357	+7%	+$17.2K	0.01%	978
2024 Q3	$253K	Sell	5,208 -297	-5%	-$14.3K	0.01%	1025
2024 Q2	$263K	Sell	5,505 -85	-2%	-$4.06K	0.01%	977
2024 Q1	$269K	Buy	+5,590	New	+$270K	0.01%	1011
2023 Q4	–	Sell	-5,597	Closed	-$260K	–	920
2023 Q3	$260K	Buy	+5,597	New	+$265K	0.01%	981

Other funds holding DFNM

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

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

BHWM

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

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

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

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

Sigma Planning Corp's DFNM Position: Q2 2025 in Review

Sigma Planning Corp sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2025, closing a stake of 5,265 shares — an estimated $250K sold.

Sigma Planning Corp first reported a position in DFNM in Q3 2023 and held it in 6 quarters. The position peaked at $269K in Q1 2024. 241 funds tracked by Wall St. Rank hold DFNM as of Q2 2025.

Sigma Planning Corp reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Sigma Planning Corp sold 5,265 Dimensional National Municipal Bond ETF shares in Q2 2025, an estimated $250K.
Sigma Planning Corp first reported a position in Dimensional National Municipal Bond ETF in Q3 2023 and held it in 6 quarters.
Sigma Planning Corp's Dimensional National Municipal Bond ETF position peaked at $269K in Q1 2024.
241 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.