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

WMS 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
Q1 		– Sell
-10,505
Closed -$502K – 73
2024
Q4 		$502K Hold
10,505
– – 0.03% 186
2024
Q3 		$510K Hold
10,505
– – 0.03% 178
2024
Q2 		$502K Hold
10,505
– – 0.03% 156
2024
Q1 		$505K Hold
10,505
– – 0.03% 164
2023
Q4 		$510K Buy
+10,505
New +$496K 0.04% 158

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
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

WMS Partners's DFNM Position: Q1 2025 in Review

WMS Partners sold out of Dimensional National Municipal Bond ETF (DFNM) in Q1 2025, closing a stake of 10,505 shares — an estimated $502K sold.

WMS Partners first reported a position in DFNM in Q4 2023 and held it in 5 quarters. The position peaked at $510K in Q3 2024. 238 funds tracked by Wall St. Rank hold DFNM as of Q1 2025.

  • WMS Partners reported no remaining Dimensional National Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 10,505 Dimensional National Municipal Bond ETF shares in Q1 2025, an estimated $502K.
  • WMS Partners first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and held it in 5 quarters.
  • WMS Partners's Dimensional National Municipal Bond ETF position peaked at $510K in Q3 2024.
  • 238 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.