Wealthspan Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Wealthspan Partners’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	-4,224	Closed	-$201K	–	122
2025 Q1	$201K	Sell	4,224 -5,063	-55%	-$242K	0.09%	108
2024 Q4	$444K	Hold	9,287	–	–	0.21%	72
2024 Q3	$451K	Hold	9,287	–	–	0.22%	69
2024 Q2	$444K	Sell	9,287 -5,747	-38%	-$275K	0.24%	63
2024 Q1	$723K	Buy	15,034 +1,556	+12%	+$75.1K	0.43%	41
2023 Q4	$654K	Hold	13,478	–	–	0.46%	38
2023 Q3	$626K	Buy	+13,478	New	+$638K	0.49%	34

Other funds holding DFNM

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.98B AUM 14.31% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.55B AUM 10.67% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $740M AUM 7.58% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Wealthspan Partners's DFNM Position: Q2 2025 in Review

Wealthspan Partners sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2025, closing a stake of 4,224 shares — an estimated $201K sold.

Wealthspan Partners first reported a position in DFNM in Q3 2023 and held it in 7 quarters. The position peaked at $723K in Q1 2024. 241 funds tracked by Wall St. Rank hold DFNM as of Q2 2025.

Wealthspan Partners reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Wealthspan Partners sold 4,224 Dimensional National Municipal Bond ETF shares in Q2 2025, an estimated $201K.
Wealthspan Partners first reported a position in Dimensional National Municipal Bond ETF in Q3 2023 and held it in 7 quarters.
Wealthspan Partners's Dimensional National Municipal Bond ETF position peaked at $723K in Q1 2024.
241 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2025.

Based on Wealthspan Partners's 13F filing for Q2 2025, filed 28 Jul 2025.