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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
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Apella Capital's DFNM Position: Q2 2026 in Review

Apella Capital increased its Dimensional National Municipal Bond ETF (DFNM) stake by 21% in Q2 2026, buying an estimated $13.1M and bringing the position to 1,590,906 shares worth $76.8M. The position accounts for 1.08% of the portfolio, ranked #19.

Apella Capital first reported a position in DFNM in Q2 2022 and has held it in 16 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Apella Capital held 1,590,906 shares of Dimensional National Municipal Bond ETF worth $76.8M as of Q2 2026.
  • Apella Capital bought 270,730 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $13.1M.
  • Dimensional National Municipal Bond ETF made up 1.08% of Apella Capital's portfolio in Q2 2026, its #19 holding.
  • Apella Capital first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.