DFNM — DIMENSIONAL NATIONAL MUNICIPAL BOND ETF

Ownership history in Rather & Kittrell, Inc.  ·  14 quarters on record

This page tracks every 13F SEC filing in which Rather & Kittrell, Inc. reported a position in DIMENSIONAL NATIONAL MUNICIPAL BOND ETF (DFNM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
10.21% (2022 Q4)
Avg. % of fund
7.38%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 836,954 +65,302 +8.5% 6.49% $40.3M $48.03
2025 Q3 REDUCED 771,652 -11,075 -1.4% 6.48% $37.0M $47.40
2025 Q2 ADDED 782,727 +14,971 +1.9% 7.35% $37.1M $46.51
2025 Q1 ADDED 767,756 +69,561 +10.0% 7.92% $36.5M $46.31
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% of Fund (quarterly)    DFNM price (monthly, adj. close)

Other funds also holding DFNM

As of 2025 Q4 — sorted by position size

Waterford Advisors, LLC 3Y 9.31% Yardley Wealth Management LLC 7.75% Mattern Wealth Management LLC 3Y 4.92% RAM Investment Partners, LLC 4.44% DOPKINS WEALTH MANAGEMENT, LLC 3Y 4.32% Wheelhouse Advisory Group LLC 4.16% SENTINEL WEALTH MANAGEMENT, INC. 4.11% Symmetry Partners, LLC 3Y 7Y 3.78% Austin Wealth Management, LLC 3.72% Compass Financial Group, Inc. 3Y 7Y 3.54%
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