EntreWealth’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

EntreWealth’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	$11.2M	Buy	233,430 +19,621	+9%	+$946K	4.13%	4
2026 Q1	$10.2M	Buy	213,809 +10,883	+5%	+$527K	4.59%	4
2025 Q4	$9.87M	Buy	202,926 +34,712	+21%	+$1.67M	4.45%	4
2025 Q3	$8.07M	Buy	168,214 +44,730	+36%	+$2.13M	4.15%	6
2025 Q2	$5.86M	Sell	123,484 -35,629	-22%	-$1.68M	4.05%	7
2025 Q1	$7.57M	Buy	159,113 +18,520	+13%	+$887K	5.82%	4
2024 Q4	$6.83M	Buy	+140,593	New	+$6.77M	6.3%	4

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

EntreWealth's DFNM Position: Q2 2026 in Review

EntreWealth increased its Dimensional National Municipal Bond ETF (DFNM) stake by 9.2% in Q2 2026, buying an estimated $946K and bringing the position to 233,430 shares worth $11.2M. The position accounts for 4.13% of the portfolio, ranked #4.

EntreWealth first reported a position in DFNM in Q4 2024 and has held it in 7 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

EntreWealth held 233,430 shares of Dimensional National Municipal Bond ETF worth $11.2M as of Q2 2026.
EntreWealth bought 19,621 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $946K.
Dimensional National Municipal Bond ETF made up 4.13% of EntreWealth's portfolio in Q2 2026, its #4 holding.
EntreWealth first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on EntreWealth's 13F filing for Q2 2026, filed 14 Aug 2026.