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

Blume Capital 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 		$1.1M Hold
22,685
– – 0.16% 79
2026
Q1 		$1.09M Hold
22,685
– – 0.18% 73
2025
Q4 		$1.09M Hold
22,685
– – 0.2% 69
2025
Q3 		$1.09M Hold
22,685
– – 0.21% 64
2025
Q2 		$1.08M Sell
22,685
-4,467
-16% -$211K 0.22% 59
2025
Q1 		$1.29M Sell
27,152
-4,820
-15% -$231K 0.29% 59
2024
Q4 		$1.53M Sell
31,972
-14,200
-31% -$683K 0.34% 57
2024
Q3 		$2.24M Buy
46,172
+12,650
+38% +$610K 0.5% 50
2024
Q2 		$1.6M Hold
33,522
– – 0.39% 51
2024
Q1 		$1.61M Sell
33,522
-1,600
-5% -$77.2K 0.39% 50
2023
Q4 		$1.7M Buy
35,122
+200
+0.6% +$9.45K 0.45% 50
2023
Q3 		$1.62M Buy
34,922
+457
+1% +$21.6K 0.48% 50
2023
Q2 		$1.64M Buy
34,465
+320
+0.9% +$15.3K 0.48% 47
2023
Q1 		$1.65M Buy
34,145
+290
+0.9% +$13.9K 0.52% 46
2022
Q4 		$1.62M Buy
33,855
+31,205
+1,178% +$1.47M 0.55% 47
2022
Q3 		$124K Hold
2,650
– – 0.05% 99
2022
Q2 		$127K Buy
+2,650
New +$127K 0.05% 105

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
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
RK
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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Blume Capital Management's DFNM Position: Q2 2026 in Review

Blume Capital Management held its Dimensional National Municipal Bond ETF (DFNM) position steady in Q2 2026 at 22,685 shares worth $1.1M. The position accounts for 0.16% of the portfolio, ranked #79.

Blume Capital Management first reported a position in DFNM in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.24M in Q3 2024. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Blume Capital Management held 22,685 shares of Dimensional National Municipal Bond ETF worth $1.1M as of Q2 2026.
  • Blume Capital Management left its Dimensional National Municipal Bond ETF share count unchanged in Q2 2026.
  • Dimensional National Municipal Bond ETF made up 0.16% of Blume Capital Management's portfolio in Q2 2026, its #79 holding.
  • Blume Capital Management first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Blume Capital Management's Dimensional National Municipal Bond ETF position peaked at $2.24M in Q3 2024.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.