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

BCO 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	$5.42M	Buy	112,137 +3,857	+4%	+$186K	2.96%	8
2026 Q1	$5.19M	Buy	108,280 +5,565	+5%	+$270K	3.12%	8
2025 Q4	$4.95M	Buy	102,715 +17,682	+21%	+$852K	3.03%	8
2025 Q3	$4.08M	Buy	85,033 +11,712	+16%	+$557K	2.69%	9
2025 Q2	$3.48M	Buy	73,321 +5,616	+8%	+$265K	2.48%	9
2025 Q1	$3.22M	Buy	67,705 +8,806	+15%	+$422K	2.53%	9
2024 Q4	$2.81M	Buy	+58,899	New	+$2.83M	2.34%	9

Other funds holding DFNM

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

BCO Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 3.6% in Q2 2026, buying an estimated $186K and bringing the position to 112,137 shares worth $5.42M. The position accounts for 2.96% of the portfolio, ranked #8.

BCO Wealth Management first reported a position in DFNM in Q4 2024 and has held it in 7 quarters since. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

BCO Wealth Management held 112,137 shares of Dimensional National Municipal Bond ETF worth $5.42M as of Q2 2026.
BCO Wealth Management bought 3,857 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $186K.
Dimensional National Municipal Bond ETF made up 2.96% of BCO Wealth Management's portfolio in Q2 2026, its #8 holding.
BCO Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on BCO Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.