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

Aptus Capital Advisors’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	$435K	Buy	9,005 +819	+10%	+$39.5K	﹤0.01%	826
2026 Q1	$392K	Buy	8,186 +313	+4%	+$15.2K	﹤0.01%	789
2025 Q4	$379K	Sell	7,873 -53	-0.7%	-$2.55K	﹤0.01%	814
2025 Q3	$380K	Buy	7,926 +422	+6%	+$20.1K	﹤0.01%	779
2025 Q2	$356K	Buy	7,504 +685	+10%	+$32.4K	﹤0.01%	775
2025 Q1	$324K	Sell	6,819 -3,951	-37%	-$189K	﹤0.01%	756
2024 Q4	$514K	Sell	10,770 -11,587	-52%	-$558K	0.01%	627
2024 Q3	$1.09M	Buy	22,357 +21,755	+3,614%	+$1.05M	0.02%	395
2024 Q2	$28.8K	Buy	+602	New	+$28.8K	﹤0.01%	945

Other funds holding DFNM

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Aptus Capital Advisors's DFNM Position: Q2 2026 in Review

Aptus Capital Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 10% in Q2 2026, buying an estimated $39.5K and bringing the position to 9,005 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Aptus Capital Advisors first reported a position in DFNM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.09M in Q3 2024. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Aptus Capital Advisors held 9,005 shares of Dimensional National Municipal Bond ETF worth $435K as of Q2 2026.
Aptus Capital Advisors bought 819 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $39.5K.
Dimensional National Municipal Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #826 holding.
Aptus Capital Advisors first reported a position in Dimensional National Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
Aptus Capital Advisors's Dimensional National Municipal Bond ETF position peaked at $1.09M in Q3 2024.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.