Concord Wealth Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Concord Wealth Partners’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	$2.26M	Buy	46,690 +2,525	+6%	+$122K	0.26%	92
2026 Q1	$2.12M	Buy	44,165 +2,524	+6%	+$122K	0.27%	88
2025 Q4	$2.01M	Buy	41,641 +10,009	+32%	+$482K	0.26%	88
2025 Q3	$1.52M	Buy	31,632 +3,771	+14%	+$179K	0.21%	104
2025 Q2	$1.32M	Buy	27,861 +17,001	+157%	+$803K	0.19%	111
2025 Q1	$517K	Buy	+10,860	New	+$520K	0.08%	147

Other funds holding DFNM

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Concord Wealth Partners's DFNM Position: Q2 2026 in Review

Concord Wealth Partners increased its Dimensional National Municipal Bond ETF (DFNM) stake by 5.7% in Q2 2026, buying an estimated $122K and bringing the position to 46,690 shares worth $2.26M. The position accounts for 0.26% of the portfolio, ranked #92.

Concord Wealth Partners first reported a position in DFNM in Q1 2025 and has held it in 6 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Concord Wealth Partners held 46,690 shares of Dimensional National Municipal Bond ETF worth $2.26M as of Q2 2026.
Concord Wealth Partners bought 2,525 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $122K.
Dimensional National Municipal Bond ETF made up 0.26% of Concord Wealth Partners's portfolio in Q2 2026, its #92 holding.
Concord Wealth Partners first reported a position in Dimensional National Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.