Envision Financial Planning’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Envision Financial Planning’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	$287K	Buy	5,935 +51	+0.9%	+$2.46K	0.09%	48
2026 Q1	$282K	Buy	5,884 +58	+1%	+$2.81K	0.1%	44
2025 Q4	$281K	Buy	5,826 +72	+1%	+$3.47K	0.11%	44
2025 Q3	$276K	Sell	5,754 -772	-12%	-$36.7K	0.12%	44
2025 Q2	$310K	Sell	6,526 -111	-2%	-$5.25K	0.14%	45
2025 Q1	$316K	Sell	6,637 -5	-0.1%	-$239	0.16%	35
2024 Q4	$317K	Buy	6,642 +688	+12%	+$33.1K	0.16%	35
2024 Q3	$289K	Buy	5,954 +76	+1%	+$3.67K	0.15%	30
2024 Q2	$281K	Buy	5,878 +9	+0.2%	+$430	0.21%	24
2024 Q1	$282K	Buy	5,869 +581	+11%	+$28K	0.23%	24
2023 Q4	$257K	Sell	5,288 -4,663	-47%	-$220K	0.22%	27
2023 Q3	$462K	Buy	+9,951	New	+$471K	0.46%	22

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

Envision Financial Planning's DFNM Position: Q2 2026 in Review

Envision Financial Planning increased its Dimensional National Municipal Bond ETF (DFNM) stake by 0.87% in Q2 2026, buying an estimated $2.46K and bringing the position to 5,935 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #48.

Envision Financial Planning first reported a position in DFNM in Q3 2023 and has held it in 12 quarters since. The position peaked at $462K in Q3 2023. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Envision Financial Planning held 5,935 shares of Dimensional National Municipal Bond ETF worth $287K as of Q2 2026.
Envision Financial Planning bought 51 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $2.46K.
Dimensional National Municipal Bond ETF made up 0.09% of Envision Financial Planning's portfolio in Q2 2026, its #48 holding.
Envision Financial Planning first reported a position in Dimensional National Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
Envision Financial Planning's Dimensional National Municipal Bond ETF position peaked at $462K in Q3 2023.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.