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 Q3	$51.9M	Buy	1,127,167 +402,115	+55%	+$19.1M	3.65%	8
2026 Q2	$35M	Buy	725,052 +6,595	+0.9%	+$318K	2.81%	11
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

AWM Capital's DFNM Position: Q3 2026 in Review

AWM Capital increased its Dimensional National Municipal Bond ETF (DFNM) stake by 55% in Q3 2026, buying an estimated $19.1M and bringing the position to 1,127,167 shares worth $51.9M. The position accounts for 3.65% of the portfolio, ranked #8.

AWM Capital first reported a position in DFNM in Q3 2024 and has held it in 9 quarters since. 68 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

AWM Capital held 1,127,167 shares of Dimensional National Municipal Bond ETF worth $51.9M as of Q3 2026.
AWM Capital bought 402,115 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $19.1M.
Dimensional National Municipal Bond ETF made up 3.65% of AWM Capital's portfolio in Q3 2026, its #8 holding.
AWM Capital first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and has held it in 9 quarters since.
68 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on AWM Capital's 13F filing for Q3 2026, filed 16 Oct 2026.