Strategic Investment Solutions’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Strategic Investment Solutions’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 Q2	$320K	Sell	6,627 -309	-4%	-$14.9K	0.07%	125
2026 Q1	$332K	Sell	6,936 -44	-0.6%	-$2.13K	0.08%	117
2025 Q4	$336K	Sell	6,980 -184	-3%	-$8.87K	0.08%	110
2025 Q3	$344K	Sell	7,164 -3,745	-34%	-$178K	0.09%	112
2025 Q2	$517K	Sell	10,909 -17,802	-62%	-$841K	0.16%	84
2025 Q1	$1.37M	Sell	28,711 -4,889	-15%	-$234K	0.4%	44
2024 Q4	$1.86M	Buy	33,600 +4,509	+15%	+$217K	0.62%	32
2024 Q3	$1.41M	Sell	29,091 -71	-0.2%	-$3.42K	0.42%	44
2024 Q2	$1.4M	Buy	+29,162	New	+$1.39M	0.45%	40
2023 Q4	$1.36M	Sell	28,004 -175,511	-86%	-$8.29M	0.24%	60
2023 Q3	$9.64M	Buy	203,515 +197,665	+3,379%	+$9.35M	0.12%	95
2023 Q2	$278K	Sell	5,850 -24,622	-81%	-$1.18M	0.06%	110
2023 Q1	$1.47M	Sell	30,472 -3,737	-11%	-$180K	0.29%	58
2022 Q4	$1.67M	Buy	+34,209	New	+$1.62M	0.82%	29

Other funds holding DFNM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

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

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return