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
Q2 		$76.8M Buy
1,590,906
+270,730
+21% +$13.1M 1.09% 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 $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
DWM
Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return