Stifel Financial
DFNM icon

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

Stifel 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
2026
Q1 		$3.98M Buy
82,947
+4,682
+6% +$227K ﹤0.01% 1489
2025
Q4 		$3.77M Buy
78,265
+96
+0.1% +$4.63K ﹤0.01% 1498
2025
Q3 		$3.75M Sell
78,169
-1,411
-2% -$67.1K ﹤0.01% 1458
2025
Q2 		$3.77M Sell
79,580
-1,685
-2% -$79.6K ﹤0.01% 1411
2025
Q1 		$3.87M Buy
81,265
+3,286
+4% +$157K ﹤0.01% 1333
2024
Q4 		$3.73M Sell
77,979
-22,902
-23% -$1.1M ﹤0.01% 1368
2024
Q3 		$4.9M Buy
100,881
+3,245
+3% +$156K 0.01% 1222
2024
Q2 		$4.66M Sell
97,636
-2,153
-2% -$103K 0.01% 1183
2024
Q1 		$4.8M Sell
99,789
-333
-0.3% -$16.1K 0.01% 1166
2023
Q4 		$4.86M Sell
100,122
-3,100
-3% -$146K 0.01% 1109
2023
Q3 		$4.8M Sell
103,222
-49,120
-32% -$2.32M 0.01% 1049
2023
Q2 		$7.26M Sell
152,342
-1,053
-0.7% -$50.4K 0.01% 847
2023
Q1 		$7.41M Buy
153,395
+413
+0.3% +$19.9K 0.01% 813
2022
Q4 		$7.31M Buy
152,982
+122,982
+410% +$5.81M 0.01% 795
2022
Q3 		$1.4M Buy
+30,000
New +$1.44M ﹤0.01% 1714

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BHWM
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