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BWM Planning’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

BWM Planning’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 		$3.32M Buy
68,662
+8,723
+15% +$421K 0.77% 30
2026
Q1 		$2.87M Buy
59,939
+15,867
+36% +$769K 0.76% 30
2025
Q4 		$2.12M Buy
44,072
+33,346
+311% +$1.61M 0.57% 31
2025
Q3 		$515K Buy
10,726
+5,665
+112% +$269K 0.15% 61
2025
Q2 		$240K Sell
5,061
-1,792
-26% -$84.7K 0.08% 76
2025
Q1 		$326K Sell
6,853
-537
-7% -$25.7K 0.14% 63
2024
Q4 		$353K Buy
7,390
+717
+11% +$34.5K 0.15% 62
2024
Q3 		$324K Buy
+6,673
New +$322K 0.14% 64

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

BWM Planning's DFNM Position: Q2 2026 in Review

BWM Planning increased its Dimensional National Municipal Bond ETF (DFNM) stake by 15% in Q2 2026, buying an estimated $421K and bringing the position to 68,662 shares worth $3.32M. The position accounts for 0.77% of the portfolio, ranked #30.

BWM Planning first reported a position in DFNM in Q3 2024 and has held it in 8 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • BWM Planning held 68,662 shares of Dimensional National Municipal Bond ETF worth $3.32M as of Q2 2026.
  • BWM Planning bought 8,723 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $421K.
  • Dimensional National Municipal Bond ETF made up 0.77% of BWM Planning's portfolio in Q2 2026, its #30 holding.
  • BWM Planning first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.