Creative Planning’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Creative Planning’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	$215K	Buy	+4,440	New	+$214K	﹤0.01%	3830
2026 Q1	–	Sell	-5,920	Closed	-$285K	–	4132
2025 Q4	$285K	Sell	5,920 -4,590	-44%	-$221K	﹤0.01%	3276
2025 Q3	$504K	Buy	10,510 +32	+0.3%	+$1.52K	﹤0.01%	2715
2025 Q2	$497K	Sell	10,478 -508	-5%	-$24K	﹤0.01%	2479
2025 Q1	$523K	Buy	10,986 +240	+2%	+$11.5K	﹤0.01%	2243
2024 Q4	$513K	Buy	10,746 +5,100	+90%	+$245K	﹤0.01%	2198
2024 Q3	$274K	Buy	5,646 +70	+1%	+$3.38K	﹤0.01%	2590
2024 Q2	$266K	Hold	5,576	–	–	﹤0.01%	2454
2024 Q1	$268K	Buy	5,576 +566	+11%	+$27.3K	﹤0.01%	2343
2023 Q4	$243K	Buy	+5,010	New	+$237K	﹤0.01%	2257
2023 Q1	–	Sell	-4,607	Closed	-$220K	–	2677
2022 Q4	$220K	Buy	+4,607	New	+$218K	﹤0.01%	1959

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 Planning's DFNM Position: Q2 2026 in Review

Creative Planning opened a new position in Dimensional National Municipal Bond ETF (DFNM) in Q2 2026: 4,440 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #3830 among its holdings. This is a return to the name: Creative Planning previously reported a position in DFNM as recently as Q4 2025.

Creative Planning first reported a position in DFNM in Q4 2022 and has held it in 11 quarters since. The position peaked at $523K in Q1 2025. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Creative Planning held 4,440 shares of Dimensional National Municipal Bond ETF worth $215K as of Q2 2026.
Dimensional National Municipal Bond ETF was a new Creative Planning position in Q2 2026.
Dimensional National Municipal Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3830 holding.
Creative Planning first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 11 quarters since.
Creative Planning's Dimensional National Municipal Bond ETF position peaked at $523K in Q1 2025.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.