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Aspiriant LLC’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Aspiriant LLC’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 		$20.9M Buy
432,596
+3,860
+0.9% +$186K 0.52% 30
2026
Q1 		$20.5M Buy
428,736
+28,660
+7% +$1.39M 0.59% 28
2025
Q4 		$19.3M Buy
400,076
+33,027
+9% +$1.59M 0.55% 30
2025
Q3 		$17.6M Buy
367,049
+19,597
+6% +$932K 0.54% 31
2025
Q2 		$16.5M Buy
347,452
+339,966
+4,541% +$16.1M 0.52% 31
2025
Q1 		$356K Hold
7,486
– – 0.01% 220
2024
Q4 		$358K Hold
7,486
– – 0.01% 220
2024
Q3 		$363K Hold
7,486
– – 0.01% 215
2024
Q2 		$358K Buy
+7,486
New +$358K 0.01% 213

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
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
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

Aspiriant LLC's DFNM Position: Q2 2026 in Review

Aspiriant LLC increased its Dimensional National Municipal Bond ETF (DFNM) stake by 0.9% in Q2 2026, buying an estimated $186K and bringing the position to 432,596 shares worth $20.9M. The position accounts for 0.52% of the portfolio, ranked #30.

Aspiriant LLC first reported a position in DFNM in Q2 2024 and has held it in 9 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Aspiriant LLC held 432,596 shares of Dimensional National Municipal Bond ETF worth $20.9M as of Q2 2026.
  • Aspiriant LLC bought 3,860 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $186K.
  • Dimensional National Municipal Bond ETF made up 0.52% of Aspiriant LLC's portfolio in Q2 2026, its #30 holding.
  • Aspiriant LLC first reported a position in Dimensional National Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.