DWM
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Dopkins Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Dopkins Wealth Management’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 		$12M Buy
247,398
+7,481
+3% +$361K 4.35% 5
2026
Q1 		$11.5M Buy
239,917
+20,573
+9% +$997K 4.62% 5
2025
Q4 		$10.6M Buy
219,344
+51,859
+31% +$2.5M 4.32% 5
2025
Q3 		$8.04M Buy
167,485
+48,400
+41% +$2.3M 3.39% 7
2025
Q2 		$5.65M Buy
119,085
+41,708
+54% +$1.97M 2.53% 11
2025
Q1 		$3.68M Buy
77,377
+19,818
+34% +$949K 1.87% 13
2024
Q4 		$2.75M Buy
57,559
+53,447
+1,300% +$2.57M 1.4% 16
2024
Q3 		$200K Buy
+4,112
New +$198K 0.16% 63

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

Dopkins Wealth Management's DFNM Position: Q2 2026 in Review

Dopkins Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 3.1% in Q2 2026, buying an estimated $361K and bringing the position to 247,398 shares worth $12M. The position accounts for 4.35% of the portfolio, ranked #5.

Dopkins Wealth Management first reported a position in DFNM in Q3 2024 and has held it in 8 quarters since. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Dopkins Wealth Management held 247,398 shares of Dimensional National Municipal Bond ETF worth $12M as of Q2 2026.
  • Dopkins Wealth Management bought 7,481 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $361K.
  • Dimensional National Municipal Bond ETF made up 4.35% of Dopkins Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Dopkins Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.