Aurelius Family Office’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Aurelius Family Office’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	$3.9M	Buy	80,663 +11,128	+16%	+$537K	1.54%	15
2026 Q1	$3.33M	Buy	69,535 +142	+0.2%	+$6.88K	1.45%	15
2025 Q4	$3.35M	Buy	69,393 +524	+0.8%	+$25.2K	1.44%	15
2025 Q3	$3.3M	Buy	68,869 +4,829	+8%	+$230K	1.47%	15
2025 Q2	$3.04M	Buy	64,040 +194	+0.3%	+$9.17K	1.44%	15
2025 Q1	$3.04M	Buy	63,846 +3,744	+6%	+$179K	1.54%	14
2024 Q4	$2.87M	Buy	+60,102	New	+$2.89M	1.45%	16

Other funds holding DFNM

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

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

MWM

Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

Aurelius Family Office's DFNM Position: Q2 2026 in Review

Aurelius Family Office increased its Dimensional National Municipal Bond ETF (DFNM) stake by 16% in Q2 2026, buying an estimated $537K and bringing the position to 80,663 shares worth $3.9M. The position accounts for 1.54% of the portfolio, ranked #15.

Aurelius Family Office first reported a position in DFNM in Q4 2024 and has held it in 7 quarters since. 125 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Aurelius Family Office held 80,663 shares of Dimensional National Municipal Bond ETF worth $3.9M as of Q2 2026.
Aurelius Family Office bought 11,128 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $537K.
Dimensional National Municipal Bond ETF made up 1.54% of Aurelius Family Office's portfolio in Q2 2026, its #15 holding.
Aurelius Family Office first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
125 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.