DiNuzzo Private Wealth
DFNM icon

DiNuzzo Private Wealth’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

DiNuzzo Private Wealth’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
Q3 		$4.54M Buy
98,704
+10,455
+12% +$496K 0.45% 26
2026
Q2 		$4.27M Buy
88,249
+2,154
+3% +$104K 0.42% 26
2026
Q1 		$4.13M Buy
86,095
+6,025
+8% +$292K 0.44% 26
2025
Q4 		$3.86M Buy
80,070
+5,962
+8% +$287K 0.42% 26
2025
Q3 		$3.51M Buy
74,108
+3,480
+5% +$166K 0.4% 26
2025
Q2 		$3.35M Sell
70,628
-722
-1% -$34.1K 0.4% 26
2025
Q1 		$3.39M Buy
71,350
+6,600
+10% +$316K 0.43% 26
2024
Q4 		$3.09M Buy
64,750
+11,918
+23% +$573K 0.39% 27
2024
Q3 		$2.56M Buy
52,832
+9,225
+21% +$445K 0.32% 27
2024
Q2 		$2.08M Buy
43,607
+3,700
+9% +$177K 0.28% 27
2024
Q1 		$1.92M Buy
39,907
+510
+1% +$24.6K 0.26% 28
2023
Q4 		$1.91M Buy
+39,397
New +$1.86M 0.27% 26

Other funds holding DFNM

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Vestment Financial
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
West Financial Advisors
West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 1-Year Est. Return

DiNuzzo Private Wealth's DFNM Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Dimensional National Municipal Bond ETF (DFNM) stake by 12% in Q3 2026, buying an estimated $496K and bringing the position to 98,704 shares worth $4.54M. The position accounts for 0.45% of the portfolio, ranked #26.

DiNuzzo Private Wealth first reported a position in DFNM in Q4 2023 and has held it in 12 quarters since. 108 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

  • DiNuzzo Private Wealth held 98,704 shares of Dimensional National Municipal Bond ETF worth $4.54M as of Q3 2026.
  • DiNuzzo Private Wealth bought 10,455 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $496K.
  • Dimensional National Municipal Bond ETF made up 0.45% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #26 holding.
  • DiNuzzo Private Wealth first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 108 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.