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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
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

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

DiNuzzo Private Wealth's DFNM Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Dimensional National Municipal Bond ETF (DFNM) stake by 2.5% in Q2 2026, buying an estimated $104K and bringing the position to 88,249 shares worth $4.27M. The position accounts for 0.42% of the portfolio, ranked #26.

DiNuzzo Private Wealth first reported a position in DFNM in Q4 2023 and has held it in 11 quarters since. 125 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • DiNuzzo Private Wealth held 88,249 shares of Dimensional National Municipal Bond ETF worth $4.27M as of Q2 2026.
  • DiNuzzo Private Wealth bought 2,154 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $104K.
  • Dimensional National Municipal Bond ETF made up 0.42% of DiNuzzo Private Wealth's portfolio in Q2 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 11 quarters since.
  • 125 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.