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Burton Enright Welch’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Burton Enright Welch’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 		$509K Buy
10,525
+349
+3% +$16.8K 0.06% 94
2026
Q1 		$488K Sell
10,176
-494
-5% -$23.9K 0.07% 92
2025
Q4 		$514K Buy
10,670
+39
+0.4% +$1.88K 0.07% 84
2025
Q3 		$510K Sell
10,631
-173
-2% -$8.23K 0.08% 83
2025
Q2 		$512K Sell
10,804
-487
-4% -$23K 0.09% 76
2025
Q1 		$537K Hold
11,291
– – 0.11% 65
2024
Q4 		$539K Sell
11,291
-449
-4% -$21.6K 0.11% 61
2024
Q3 		$570K Sell
11,740
-494
-4% -$23.8K 0.12% 59
2024
Q2 		$584K Buy
12,234
+45
+0.4% +$2.15K 0.13% 53
2024
Q1 		$586K Sell
12,189
-860
-7% -$41.5K 0.14% 52
2023
Q4 		$633K Sell
13,049
-19,751
-60% -$933K 0.17% 48
2023
Q3 		$1.52M Buy
+32,800
New +$1.55M 0.47% 24
2022
Q4 		– Sell
-4,372
Closed -$204K – 63
2022
Q3 		$204K Sell
4,372
-27
-0.6% -$1.3K 0.1% 58
2022
Q2 		$211K Sell
4,399
-22,122
-83% -$1.06M 0.13% 59
2022
Q1 		$1.29M Buy
+26,521
New +$1.31M 0.71% 20

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

Burton Enright Welch's DFNM Position: Q2 2026 in Review

Burton Enright Welch increased its Dimensional National Municipal Bond ETF (DFNM) stake by 3.4% in Q2 2026, buying an estimated $16.8K and bringing the position to 10,525 shares worth $509K. The position accounts for 0.06% of the portfolio, ranked #94.

Burton Enright Welch first reported a position in DFNM in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.52M in Q3 2023. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Burton Enright Welch held 10,525 shares of Dimensional National Municipal Bond ETF worth $509K as of Q2 2026.
  • Burton Enright Welch bought 349 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $16.8K.
  • Dimensional National Municipal Bond ETF made up 0.06% of Burton Enright Welch's portfolio in Q2 2026, its #94 holding.
  • Burton Enright Welch first reported a position in Dimensional National Municipal Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • Burton Enright Welch's Dimensional National Municipal Bond ETF position peaked at $1.52M in Q3 2023.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.