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Core Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Core Wealth Management’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 		$7.28M Buy
150,593
+12,262
+9% +$591K 2.05% 6
2026
Q1 		$6.63M Buy
138,331
+587
+0.4% +$28.4K 2.03% 6
2025
Q4 		$6.64M Sell
137,744
-415
-0.3% -$20K 2.07% 6
2025
Q3 		$6.63M Buy
138,159
+28,010
+25% +$1.33M 2.13% 6
2025
Q2 		$5.22M Sell
110,149
-7,610
-6% -$360K 1.84% 6
2025
Q1 		$5.6M Buy
117,759
+27,811
+31% +$1.33M 2.15% 6
2024
Q4 		$4.3M Buy
89,948
+4,049
+5% +$195K 1.68% 7
2024
Q3 		$4.1M Hold
85,899
– – 1.66% 6
2024
Q2 		$4.1M Sell
85,899
-6,894
-7% -$329K 1.66% 6
2024
Q1 		$4.46M Buy
92,793
+16,657
+22% +$804K 1.94% 6
2023
Q4 		$3.69M Sell
76,136
-14,261
-16% -$674K 1.76% 7
2023
Q3 		$4.2M Buy
90,397
+22,427
+33% +$1.06M 2.17% 6
2023
Q2 		$3.24M Buy
67,970
+660
+1% +$31.6K 1.64% 6
2023
Q1 		$3.25M Sell
67,310
-9,118
-12% -$438K 1.76% 6
2022
Q4 		$3.65M Buy
+76,428
New +$3.61M 2.06% 6

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

Core Wealth Management's DFNM Position: Q2 2026 in Review

Core Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 8.9% in Q2 2026, buying an estimated $591K and bringing the position to 150,593 shares worth $7.28M. The position accounts for 2.05% of the portfolio, ranked #6.

Core Wealth Management first reported a position in DFNM in Q4 2022 and has held it in 15 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Core Wealth Management held 150,593 shares of Dimensional National Municipal Bond ETF worth $7.28M as of Q2 2026.
  • Core Wealth Management bought 12,262 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $591K.
  • Dimensional National Municipal Bond ETF made up 2.05% of Core Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Core Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Core Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.