WPWealth’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

WPWealth’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	$1.36M	Buy	28,428 +2,217	+8%	+$107K	0.21%	33
2025 Q4	$1.26M	Buy	26,211 +1,891	+8%	+$91.1K	0.2%	37
2025 Q3	$1.17M	Buy	24,320 +3,290	+16%	+$156K	0.19%	39
2025 Q2	$997K	Buy	21,030 +1,945	+10%	+$91.9K	0.18%	42
2025 Q1	$908K	Sell	19,085 -432	-2%	-$20.7K	0.18%	40
2024 Q4	$932K	Sell	19,517 -2,685	-12%	-$129K	0.19%	37
2024 Q3	$1.08M	Sell	22,202 -339	-2%	-$16.3K	0.22%	31
2024 Q2	$1.08M	Buy	22,541 +11,607	+106%	+$555K	0.26%	27
2024 Q1	$526K	Sell	10,934 -455	-4%	-$22K	0.14%	39
2023 Q4	$552K	Sell	11,389 -437	-4%	-$20.6K	0.17%	35
2023 Q3	$550K	Sell	11,826 -272	-2%	-$12.9K	0.21%	31
2023 Q2	$576K	Sell	12,098 -133	-1%	-$6.36K	0.25%	32
2023 Q1	$591K	Buy	12,231 +6,223	+104%	+$299K	0.27%	28
2022 Q4	$287K	Buy	+6,008	New	+$284K	0.15%	31

Other funds holding DFNM

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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