AC
DFNM icon

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

Applied 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 		$1.21M Buy
25,037
+16
+0.1% +$772 0.39% 31
2026
Q1 		$1.2M Buy
+25,021
New +$1.21M 0.45% 29

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Applied Capital's DFNM Position: Q2 2026 in Review

Applied Capital increased its Dimensional National Municipal Bond ETF (DFNM) stake by 0.06% in Q2 2026, buying an estimated $772 and bringing the position to 25,037 shares worth $1.21M. The position accounts for 0.39% of the portfolio, ranked #31.

Applied Capital first reported a position in DFNM in Q1 2026 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Applied Capital held 25,037 shares of Dimensional National Municipal Bond ETF worth $1.21M as of Q2 2026.
  • Applied Capital bought 16 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $772.
  • Dimensional National Municipal Bond ETF made up 0.39% of Applied Capital's portfolio in Q2 2026, its #31 holding.
  • Applied Capital first reported a position in Dimensional National Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Applied Capital's 13F filing for Q2 2026, filed 21 Jul 2026.