AC
DFNM icon

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

AWM Capital’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 		$34.4M Buy
718,457
+17,815
+3% +$863K 3.12% 9
2025
Q4 		$33.7M Buy
700,642
+47,131
+7% +$2.27M 3.06% 9
2025
Q3 		$31.4M Buy
653,511
+181,214
+38% +$8.62M 2.85% 9
2025
Q2 		$22.4M Buy
472,297
+128,608
+37% +$6.08M 2.36% 11
2025
Q1 		$16.3M Sell
343,689
-54,755
-14% -$2.62M 1.91% 13
2024
Q4 		$19M Sell
398,444
-66,000
-14% -$3.18M 2.33% 12
2024
Q3 		$22.5M Buy
+464,444
New +$22.4M 2.72% 10

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

AWM Capital's DFNM Position: Q1 2026 in Review

AWM Capital increased its Dimensional National Municipal Bond ETF (DFNM) stake by 2.5% in Q1 2026, buying an estimated $863K and bringing the position to 718,457 shares worth $34.4M. The position accounts for 3.12% of the portfolio, ranked #9.

AWM Capital first reported a position in DFNM in Q3 2024 and has held it in 7 quarters since. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • AWM Capital held 718,457 shares of Dimensional National Municipal Bond ETF worth $34.4M as of Q1 2026.
  • AWM Capital bought 17,815 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $863K.
  • Dimensional National Municipal Bond ETF made up 3.12% of AWM Capital's portfolio in Q1 2026, its #9 holding.
  • AWM Capital first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on AWM Capital's 13F filing for Q1 2026, filed 12 May 2026.