Western Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Western Wealth Management’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
2026 Q1	$522K	Hold	10,900	–	–	0.02%	629
2025 Q4	$525K	Buy	10,900 +1,585	+17%	+$76.4K	0.02%	505
2025 Q3	$447K	Sell	9,315 -1,275	-12%	-$60.6K	0.02%	470
2025 Q2	$502K	Sell	10,590 -675	-6%	-$31.9K	0.03%	409
2025 Q1	$536K	Sell	11,265 -535	-5%	-$25.6K	0.04%	370
2024 Q4	$564K	Sell	11,800 -2,541	-18%	-$122K	0.04%	351
2024 Q3	$696K	Buy	14,341 +1,004	+8%	+$48.4K	0.04%	376
2024 Q2	$637K	Buy	13,337 +347	+3%	+$16.6K	0.05%	308
2024 Q1	$625K	Buy	12,990 +892	+7%	+$43.1K	0.05%	314
2023 Q4	$587K	Buy	12,098 +17	+0.1%	+$803	0.04%	371
2023 Q3	$561K	Buy	12,081 +12	+0.1%	+$568	0.05%	364
2023 Q2	$575K	Sell	12,069 -6,681	-36%	-$320K	0.05%	347
2023 Q1	$906K	Buy	18,750 +9,354	+100%	+$450K	0.08%	252
2022 Q4	$449K	Buy	+9,396	New	+$444K	0.05%	361

Other funds holding DFNM

Focus Partners Wealth

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Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return