AC
DFNM icon

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

Apella 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 		$77.9M Buy
1,690,582
+99,676
+6% +$4.73M 0.99% 21
2026
Q2 		$76.8M Buy
1,590,906
+270,730
+21% +$13.1M 1.08% 19
2026
Q1 		$63.9M Buy
1,320,176
+638,280
+94% +$30.9M 0.95% 22
2025
Q4 		$32.8M Buy
681,896
+25,054
+4% +$1.21M 0.65% 42
2025
Q3 		$31.7M Buy
656,842
+45,450
+7% +$2.16M 0.71% 39
2025
Q2 		$29M Sell
611,392
-32,091
-5% -$1.52M 0.79% 31
2025
Q1 		$30.2M Buy
643,483
+90,834
+16% +$4.35M 1.04% 23
2024
Q4 		$26.4M Buy
552,649
+82,046
+17% +$3.95M 1.01% 21
2024
Q3 		$22.9M Buy
470,603
+40,446
+9% +$1.95M 0.94% 25
2024
Q2 		$20.6M Buy
430,157
+158,030
+58% +$7.55M 0.92% 27
2024
Q1 		$13M Buy
272,127
+13,125
+5% +$634K 0.66% 34
2023
Q4 		$12.6M Buy
259,002
+72,503
+39% +$3.42M 0.7% 32
2023
Q3 		$8.67M Buy
186,499
+3,003
+2% +$142K 0.61% 40
2023
Q2 		$8.74M Buy
+183,496
New +$8.78M 0.62% 40
2022
Q4 		$7.41M Buy
154,930
+46,570
+43% +$2.2M 0.68% 39
2022
Q3 		$5.05M Buy
108,360
+32,652
+43% +$1.57M 0.59% 40
2022
Q2 		$3.64M Buy
+75,708
New +$3.63M 0.43% 50

Other funds holding DFNM

FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return
OFI
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Apella Capital's DFNM Position: Q3 2026 in Review

Apella Capital increased its Dimensional National Municipal Bond ETF (DFNM) stake by 6.3% in Q3 2026, buying an estimated $4.73M and bringing the position to 1,690,582 shares worth $77.9M. The position accounts for 0.99% of the portfolio, ranked #21.

Apella Capital first reported a position in DFNM in Q2 2022 and has held it in 17 quarters since. 37 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

  • Apella Capital held 1,690,582 shares of Dimensional National Municipal Bond ETF worth $77.9M as of Q3 2026.
  • Apella Capital bought 99,676 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $4.73M.
  • Dimensional National Municipal Bond ETF made up 0.99% of Apella Capital's portfolio in Q3 2026, its #21 holding.
  • Apella Capital first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 37 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.