CFO
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CVA Family Office’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

CVA Family Office’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 		$521K Hold
10,785
– – 0.05% 196
2026
Q1 		$517K Hold
10,785
– – 0.05% 181
2025
Q4 		$520K Hold
10,785
– – 0.06% 165
2025
Q3 		$517K Hold
10,785
– – 0.07% 165
2025
Q2 		$512K Hold
10,785
– – 0.07% 165
2025
Q1 		$513K Hold
10,785
– – 0.08% 161
2024
Q4 		$515K Buy
10,785
+670
+7% +$32.2K 0.08% 157
2024
Q3 		$491K Buy
10,115
+2,320
+30% +$112K 0.08% 149
2024
Q2 		$372K Buy
7,795
+3,670
+89% +$175K 0.07% 167
2024
Q1 		$198K Buy
+4,125
New +$199K 0.04% 250

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

CVA Family Office's DFNM Position: Q2 2026 in Review

CVA Family Office held its Dimensional National Municipal Bond ETF (DFNM) position steady in Q2 2026 at 10,785 shares worth $521K. The position accounts for 0.05% of the portfolio, ranked #196.

CVA Family Office first reported a position in DFNM in Q1 2024 and has held it in 10 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • CVA Family Office held 10,785 shares of Dimensional National Municipal Bond ETF worth $521K as of Q2 2026.
  • CVA Family Office left its Dimensional National Municipal Bond ETF share count unchanged in Q2 2026.
  • Dimensional National Municipal Bond ETF made up 0.05% of CVA Family Office's portfolio in Q2 2026, its #196 holding.
  • CVA Family Office first reported a position in Dimensional National Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.