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Capstone Wealth Management (Alabama)’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Capstone Wealth Management (Alabama)’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 		$1.39M Buy
28,842
+4,276
+17% +$206K 0.65% 19
2026
Q1 		$1.18M Buy
24,566
+2,299
+10% +$111K 0.82% 17
2025
Q4 		$1.07M Buy
22,267
+9,246
+71% +$446K 0.78% 19
2025
Q3 		$625K Buy
+13,021
New +$619K 0.48% 26

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s DFNM Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) increased its Dimensional National Municipal Bond ETF (DFNM) stake by 17% in Q2 2026, buying an estimated $206K and bringing the position to 28,842 shares worth $1.39M. The position accounts for 0.65% of the portfolio, ranked #19.

Capstone Wealth Management (Alabama) first reported a position in DFNM in Q3 2025 and has held it in 4 quarters since. 151 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Capstone Wealth Management (Alabama) held 28,842 shares of Dimensional National Municipal Bond ETF worth $1.39M as of Q2 2026.
  • Capstone Wealth Management (Alabama) bought 4,276 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $206K.
  • Dimensional National Municipal Bond ETF made up 0.65% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #19 holding.
  • Capstone Wealth Management (Alabama) first reported a position in Dimensional National Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 151 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.