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Exencial Wealth Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Exencial Wealth Advisors’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
Q1 		$544K Buy
11,354
+669
+6% +$32.4K 0.02% 380
2025
Q4 		$515K Hold
10,685
– – 0.02% 385
2025
Q3 		$513K Buy
10,685
+3
+0% +$143 0.02% 365
2025
Q2 		$507K Buy
10,682
+156
+1% +$7.37K 0.02% 366
2025
Q1 		$501K Buy
+10,526
New +$504K 0.02% 361

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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

Exencial Wealth Advisors's DFNM Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 6.3% in Q1 2026, buying an estimated $32.4K and bringing the position to 11,354 shares worth $544K. The position accounts for 0.02% of the portfolio, ranked #380.

Exencial Wealth Advisors first reported a position in DFNM in Q1 2025 and has held it in 5 quarters since. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Exencial Wealth Advisors held 11,354 shares of Dimensional National Municipal Bond ETF worth $544K as of Q1 2026.
  • Exencial Wealth Advisors bought 669 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $32.4K.
  • Dimensional National Municipal Bond ETF made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #380 holding.
  • Exencial Wealth Advisors first reported a position in Dimensional National Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.