Crews Bank & Trust’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Crews Bank & Trust’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	$758K	Hold	15,683	–	–	0.1%	118
2026 Q1	$752K	Sell	15,683 -34	-0.2%	-$1.65K	0.11%	110
2025 Q4	$757K	Sell	15,717 -1,635	-9%	-$78.8K	0.11%	108
2025 Q3	$833K	Buy	17,352 +5,142	+42%	+$245K	0.12%	107
2025 Q2	$579K	Hold	12,210	–	–	0.09%	122
2025 Q1	$581K	Buy	12,210 +625	+5%	+$29.9K	0.1%	122
2024 Q4	$553K	Buy	+11,585	New	+$557K	0.09%	123

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

Crews Bank & Trust's DFNM Position: Q2 2026 in Review

Crews Bank & Trust held its Dimensional National Municipal Bond ETF (DFNM) position steady in Q2 2026 at 15,683 shares worth $758K. The position accounts for 0.1% of the portfolio, ranked #118.

Crews Bank & Trust first reported a position in DFNM in Q4 2024 and has held it in 7 quarters since. The position peaked at $833K in Q3 2025. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Crews Bank & Trust held 15,683 shares of Dimensional National Municipal Bond ETF worth $758K as of Q2 2026.
Crews Bank & Trust left its Dimensional National Municipal Bond ETF share count unchanged in Q2 2026.
Dimensional National Municipal Bond ETF made up 0.1% of Crews Bank & Trust's portfolio in Q2 2026, its #118 holding.
Crews Bank & Trust first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's Dimensional National Municipal Bond ETF position peaked at $833K in Q3 2025.
293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.