Brady Martz Wealth Solutions’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Brady Martz Wealth Solutions’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	$13.2M	Buy	272,899 +25,188	+10%	+$1.21M	1.99%	13
2026 Q1	$11.9M	Buy	247,711 +48,572	+24%	+$2.35M	2.02%	13
2025 Q4	$9.59M	Buy	199,139 +26,317	+15%	+$1.27M	1.69%	17
2025 Q3	$8.29M	Buy	172,822 +16,142	+10%	+$768K	1.51%	19
2025 Q2	$7.43M	Buy	156,680 +116,646	+291%	+$5.51M	1.44%	21
2025 Q1	$1.9M	Buy	40,034 +24,768	+162%	+$1.19M	0.43%	55
2024 Q4	$727K	Buy	+15,266	New	+$735K	0.18%	96

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

Brady Martz Wealth Solutions's DFNM Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Dimensional National Municipal Bond ETF (DFNM) stake by 10% in Q2 2026, buying an estimated $1.21M and bringing the position to 272,899 shares worth $13.2M. The position accounts for 1.99% of the portfolio, ranked #13.

Brady Martz Wealth Solutions 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.

Brady Martz Wealth Solutions held 272,899 shares of Dimensional National Municipal Bond ETF worth $13.2M as of Q2 2026.
Brady Martz Wealth Solutions bought 25,188 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $1.21M.
Dimensional National Municipal Bond ETF made up 1.99% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #13 holding.
Brady Martz Wealth Solutions 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 Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.