Creative Capital Management Investments’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Creative Capital Management Investments’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	$277K	Sell	5,732 -1,475	-20%	-$71.1K	0.06%	64
2026 Q1	$345K	Buy	7,207 +956	+15%	+$46.3K	0.1%	37
2025 Q4	$301K	Buy	6,251 +519	+9%	+$25K	0.09%	40
2025 Q3	$275K	Buy	5,732 +1,311	+30%	+$62.4K	0.09%	41
2025 Q2	$210K	Sell	4,421 -525	-11%	-$24.8K	0.08%	48
2025 Q1	$235K	Hold	4,946	–	–	0.09%	44
2024 Q4	$236K	Sell	4,946 -950	-16%	-$45.7K	0.1%	43
2024 Q3	$286K	Buy	5,896 +3,266	+124%	+$157K	0.12%	39
2024 Q2	$126K	Hold	2,630	–	–	0.06%	55
2024 Q1	$126K	Buy	2,630 +788	+43%	+$38K	0.07%	54
2023 Q4	$89.4K	Hold	1,842	–	–	0.05%	63
2023 Q3	$85.6K	Hold	1,842	–	–	0.06%	63
2023 Q2	$87.7K	Buy	1,842 +377	+26%	+$18K	0.06%	63
2023 Q1	$70.8K	Hold	1,465	–	–	0.05%	84
2022 Q4	$70K	Buy	+1,465	New	+$69.2K	0.06%	68

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

Creative Capital Management Investments's DFNM Position: Q2 2026 in Review

Creative Capital Management Investments reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 20% in Q2 2026, selling an estimated $71.1K and leaving 5,732 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #64.

Creative Capital Management Investments first reported a position in DFNM in Q4 2022 and has held it in 15 quarters since. The position peaked at $345K in Q1 2026. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Creative Capital Management Investments held 5,732 shares of Dimensional National Municipal Bond ETF worth $277K as of Q2 2026.
Creative Capital Management Investments sold 1,475 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $71.1K.
Dimensional National Municipal Bond ETF made up 0.06% of Creative Capital Management Investments's portfolio in Q2 2026, its #64 holding.
Creative Capital Management Investments first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
Creative Capital Management Investments's Dimensional National Municipal Bond ETF position peaked at $345K in Q1 2026.
293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.