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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

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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

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.