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Birch Financial Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Birch Financial Group’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 		$248K Buy
+5,133
New +$248K 0.13% 113

Other funds holding DFNM

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
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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Birch Financial Group's DFNM Position: Q2 2026 in Review

Birch Financial Group opened a new position in Dimensional National Municipal Bond ETF (DFNM) in Q2 2026: 5,133 shares worth $248K. The stake represents 0.13% of the portfolio and ranks #113 among its holdings.

202 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Birch Financial Group held 5,133 shares of Dimensional National Municipal Bond ETF worth $248K as of Q2 2026.
  • Dimensional National Municipal Bond ETF was a new Birch Financial Group position in Q2 2026.
  • Dimensional National Municipal Bond ETF made up 0.13% of Birch Financial Group's portfolio in Q2 2026, its #113 holding.
  • 202 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.