Anson Capital’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Anson Capital’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 Q3	$1.09M	Buy	23,602 +8,621	+58%	+$409K	0.71%	36
2026 Q2	$724K	Buy	14,981 +4,312	+40%	+$208K	0.47%	48
2026 Q1	$511K	Buy	10,669 +210	+2%	+$10.2K	0.35%	55
2025 Q4	$504K	Buy	10,459 +2,524	+32%	+$122K	0.37%	54
2025 Q3	$381K	Hold	7,935	–	–	0.29%	57
2025 Q2	$376K	Buy	7,935 +2,200	+38%	+$104K	0.3%	55
2025 Q1	$273K	Buy	+5,735	New	+$275K	0.23%	61

Other funds holding DFNM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 1-Year Est. Return

Yardley Wealth Management Yardley, Pennsylvania $229M AUM 12.49% 1-Year Est. Return

Anson Capital's DFNM Position: Q3 2026 in Review

Anson Capital increased its Dimensional National Municipal Bond ETF (DFNM) stake by 58% in Q3 2026, buying an estimated $409K and bringing the position to 23,602 shares worth $1.09M. The position accounts for 0.71% of the portfolio, ranked #36.

Anson Capital first reported a position in DFNM in Q1 2025 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

Anson Capital held 23,602 shares of Dimensional National Municipal Bond ETF worth $1.09M as of Q3 2026.
Anson Capital bought 8,621 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $409K.
Dimensional National Municipal Bond ETF made up 0.71% of Anson Capital's portfolio in Q3 2026, its #36 holding.
Anson Capital first reported a position in Dimensional National Municipal Bond ETF in Q1 2025 and has held it in 7 quarters since.
95 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on Anson Capital's 13F filing for Q3 2026, filed 23 Oct 2026.