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
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 $89.9B AUM 20.5% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 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

Austin Wealth Management's DFNM Position: Q1 2026 in Review

Austin Wealth Management reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 37% in Q1 2026, selling an estimated $9.39M and leaving 327,330 shares worth $15.7M. The position accounts for 3.57% of the portfolio, ranked #8.

Austin Wealth Management first reported a position in DFNM in Q3 2023 and has held it in 11 quarters since. The position peaked at $30.2M in Q1 2025. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Austin Wealth Management held 327,330 shares of Dimensional National Municipal Bond ETF worth $15.7M as of Q1 2026.
  • Austin Wealth Management sold 193,872 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $9.39M.
  • Dimensional National Municipal Bond ETF made up 3.57% of Austin Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Austin Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Austin Wealth Management's Dimensional National Municipal Bond ETF position peaked at $30.2M in Q1 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Austin Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.