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RAFFA WEALTH MANAGEMENT, LLC’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
-56
Closed -$2.66K – 1112
2025
Q1 		$2.66K Hold
56
– – ﹤0.01% 566
2024
Q4 		$2.67K Buy
+56
New +$2.69K ﹤0.01% 595

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FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

RAFFA WEALTH MANAGEMENT, LLC's DFNM Position: Q2 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2025, closing a stake of 56 shares — an estimated $2.66K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DFNM in Q4 2024 and held it in 2 quarters. The position peaked at $2.67K in Q4 2024. 241 funds tracked by Wall St. Rank hold DFNM as of Q2 2025.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 56 Dimensional National Municipal Bond ETF shares in Q2 2025, an estimated $2.66K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Dimensional National Municipal Bond ETF position peaked at $2.67K in Q4 2024.
  • 241 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2025, filed 27 Jul 2026.