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Wealthstream Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Wealthstream Advisors’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
-12,647
Closed -$602K – 186
2025
Q1 		$602K Hold
12,647
– – 0.11% 69
2024
Q4 		$604K Buy
12,647
+1,023
+9% +$49.2K 0.11% 72
2024
Q3 		$564K Hold
11,624
– – 0.1% 73
2024
Q2 		$555K Buy
11,624
+732
+7% +$35K 0.2% 68
2024
Q1 		$524K Buy
10,892
+912
+9% +$44K 0.2% 71
2023
Q4 		$484K Buy
9,980
+3,573
+56% +$169K 0.2% 70
2023
Q3 		$298K Hold
6,407
– – 0.15% 75
2023
Q2 		$305K Sell
6,407
-14,104
-69% -$675K 0.16% 69
2023
Q1 		$991K Buy
20,511
+5,906
+40% +$284K 0.59% 24
2022
Q4 		$698K Hold
14,605
– – 0.46% 32
2022
Q3 		$681K Buy
+14,605
New +$703K 0.73% 21

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 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

Wealthstream Advisors's DFNM Position: Q2 2025 in Review

Wealthstream Advisors sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2025, closing a stake of 12,647 shares — an estimated $602K sold.

Wealthstream Advisors first reported a position in DFNM in Q3 2022 and held it in 11 quarters. The position peaked at $991K in Q1 2023. 241 funds tracked by Wall St. Rank hold DFNM as of Q2 2025.

  • Wealthstream Advisors reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Wealthstream Advisors sold 12,647 Dimensional National Municipal Bond ETF shares in Q2 2025, an estimated $602K.
  • Wealthstream Advisors first reported a position in Dimensional National Municipal Bond ETF in Q3 2022 and held it in 11 quarters.
  • Wealthstream Advisors's Dimensional National Municipal Bond ETF position peaked at $991K in Q1 2023.
  • 241 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2025.

Based on Wealthstream Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.