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Stage Harbor Financial’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Stage Harbor Financial’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
-4,611
Closed -$219K – 56
2025
Q1 		$219K Buy
+4,611
New +$221K 0.19% 57

Other funds holding DFNM

TI
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
GM
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
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RK
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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Stage Harbor Financial's DFNM Position: Q2 2025 in Review

Stage Harbor Financial sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2025, closing a stake of 4,611 shares — an estimated $219K sold.

Stage Harbor Financial first reported a position in DFNM in Q1 2025 and held it in 1 quarter. The position peaked at $219K in Q1 2025. 241 funds tracked by Wall St. Rank hold DFNM as of Q2 2025.

  • Stage Harbor Financial reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Stage Harbor Financial sold 4,611 Dimensional National Municipal Bond ETF shares in Q2 2025, an estimated $219K.
  • Stage Harbor Financial first reported a position in Dimensional National Municipal Bond ETF in Q1 2025 and held it in 1 quarter.
  • Stage Harbor Financial's Dimensional National Municipal Bond ETF position peaked at $219K in Q1 2025.
  • 241 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2025.

Based on Stage Harbor Financial's 13F filing for Q2 2025, filed 14 Aug 2025.