City State Bank’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

City State Bank’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	$50.2K	Buy	1,039 +1	+0.1%	+$48	0.01%	362
2026 Q1	$49.8K	Hold	1,038	–	–	0.01%	357
2025 Q4	$50K	Hold	1,038	–	–	0.01%	349
2025 Q3	$49.8K	Hold	1,038	–	–	0.01%	345
2025 Q2	$49.2K	Hold	1,038	–	–	0.02%	340
2025 Q1	$49.4K	Hold	1,038	–	–	0.02%	336
2024 Q4	$49.6K	Hold	1,038	–	–	0.02%	325
2024 Q3	$50.4K	Hold	1,038	–	–	0.02%	328
2024 Q2	$49.6K	Buy	+1,038	New	+$49.6K	0.02%	310

Other funds holding DFNM

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

City State Bank's DFNM Position: Q2 2026 in Review

City State Bank increased its Dimensional National Municipal Bond ETF (DFNM) stake by 0.1% in Q2 2026, buying an estimated $48 and bringing the position to 1,039 shares worth $50.2K. The position accounts for 0.01% of the portfolio, ranked #362.

City State Bank first reported a position in DFNM in Q2 2024 and has held it in 9 quarters since. The position peaked at $50.4K in Q3 2024. 151 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

City State Bank held 1,039 shares of Dimensional National Municipal Bond ETF worth $50.2K as of Q2 2026.
City State Bank bought 1 Dimensional National Municipal Bond ETF share in Q2 2026, an estimated $48.
Dimensional National Municipal Bond ETF made up 0.01% of City State Bank's portfolio in Q2 2026, its #362 holding.
City State Bank first reported a position in Dimensional National Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
City State Bank's Dimensional National Municipal Bond ETF position peaked at $50.4K in Q3 2024.
151 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.