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Summit Wealth Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Summit Wealth Group’s Portfolio DFNM Stock Details DFNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.09M Buy
65,171
+60,110
+1,188% +$2.85M 0.79% 30
2025
Q1 		$241K Buy
+5,061
New +$241K 0.07% 92