AWM
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Austin Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Austin Wealth Management’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 		$17.5M Buy
364,914
+37,584
+11% +$1.81M 3.71% 7
2026
Q1 		$15.7M Sell
327,330
-193,872
-37% -$9.39M 3.57% 8
2025
Q4 		$25.2M Buy
521,202
+70,862
+16% +$3.41M 3.72% 8
2025
Q3 		$21.7M Buy
450,340
+72,077
+19% +$3.43M 3.41% 8
2025
Q2 		$17.9M Sell
378,263
-264,160
-41% -$12.5M 3.18% 8
2025
Q1 		$30.2M Buy
642,423
+40,999
+7% +$1.96M 6.06% 3
2024
Q4 		$28.7M Buy
601,424
+12,995
+2% +$625K 5.96% 3
2024
Q3 		$28.6M Buy
588,429
+24,192
+4% +$1.17M 6.27% 2
2024
Q2 		$27.1M Buy
564,237
+48,462
+9% +$2.32M 6.35% 2
2024
Q1 		$24.6M Buy
515,775
+25,071
+5% +$1.21M 6.08% 3
2023
Q4 		$23.7M Buy
490,704
+56,616
+13% +$2.67M 6.36% 3
2023
Q3 		$20.6M Buy
+434,088
New +$20.5M 6.37% 3

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

Austin Wealth Management's DFNM Position: Q2 2026 in Review

Austin Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 11% in Q2 2026, buying an estimated $1.81M and bringing the position to 364,914 shares worth $17.5M. The position accounts for 3.71% of the portfolio, ranked #7.

Austin Wealth Management first reported a position in DFNM in Q3 2023 and has held it in 12 quarters since. The position peaked at $30.2M in Q1 2025. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Austin Wealth Management held 364,914 shares of Dimensional National Municipal Bond ETF worth $17.5M as of Q2 2026.
  • Austin Wealth Management bought 37,584 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $1.81M.
  • Dimensional National Municipal Bond ETF made up 3.71% of Austin Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Austin Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Austin Wealth Management's Dimensional National Municipal Bond ETF position peaked at $30.2M in Q1 2025.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.