Family Capital Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Family Capital 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	$2.05M	Buy	42,470 +3,798	+10%	+$183K	0.8%	29
2026 Q1	$1.85M	Buy	38,672 +1,487	+4%	+$72.1K	0.82%	28
2025 Q4	$1.79M	Buy	37,185 +3,242	+10%	+$156K	0.8%	30
2025 Q3	$1.63M	Buy	33,943 +2,896	+9%	+$138K	0.78%	27
2025 Q2	$1.47M	Buy	31,047 +672	+2%	+$31.8K	0.77%	27
2025 Q1	$1.44M	Buy	30,375 +18,474	+155%	+$885K	0.89%	24
2024 Q4	$569K	Buy	11,901 +2,309	+24%	+$111K	0.34%	45
2024 Q3	$466K	Buy	9,592 +2,035	+27%	+$98.1K	0.3%	48
2024 Q2	$361K	Buy	7,557 +1,078	+17%	+$51.5K	0.25%	48
2024 Q1	$312K	Buy	+6,479	New	+$313K	0.22%	52

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

Family Capital Management's DFNM Position: Q2 2026 in Review

Family Capital Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 9.8% in Q2 2026, buying an estimated $183K and bringing the position to 42,470 shares worth $2.05M. The position accounts for 0.8% of the portfolio, ranked #29.

Family Capital Management first reported a position in DFNM in Q1 2024 and has held it in 10 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Family Capital Management held 42,470 shares of Dimensional National Municipal Bond ETF worth $2.05M as of Q2 2026.
Family Capital Management bought 3,798 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $183K.
Dimensional National Municipal Bond ETF made up 0.8% of Family Capital Management's portfolio in Q2 2026, its #29 holding.
Family Capital Management first reported a position in Dimensional National Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.