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

Citrine Capital’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 		$9.71M Buy
200,893
+8,009
+4% +$386K 3.59% 6
2026
Q1 		$9.24M Buy
192,884
+26,346
+16% +$1.28M 4.01% 6
2025
Q4 		$8.02M Buy
166,538
+24,148
+17% +$1.16M 3.72% 8
2025
Q3 		$6.83M Buy
142,390
+35,705
+33% +$1.7M 3.16% 9
2025
Q2 		$5.06M Sell
106,685
-78
-0.1% -$3.69K 2.69% 10
2025
Q1 		$5.08M Buy
106,763
+55,092
+107% +$2.64M 3.18% 10
2024
Q4 		$2.47M Buy
+51,671
New +$2.49M 1.82% 11

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

Citrine Capital's DFNM Position: Q2 2026 in Review

Citrine Capital increased its Dimensional National Municipal Bond ETF (DFNM) stake by 4.2% in Q2 2026, buying an estimated $386K and bringing the position to 200,893 shares worth $9.71M. The position accounts for 3.59% of the portfolio, ranked #6.

Citrine Capital 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.

  • Citrine Capital held 200,893 shares of Dimensional National Municipal Bond ETF worth $9.71M as of Q2 2026.
  • Citrine Capital bought 8,009 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $386K.
  • Dimensional National Municipal Bond ETF made up 3.59% of Citrine Capital's portfolio in Q2 2026, its #6 holding.
  • Citrine Capital 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 Citrine Capital's 13F filing for Q2 2026, filed 23 Jul 2026.