FPI
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Financial Plan Inc’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Financial Plan Inc’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 		$755K Sell
15,752
-1,739
-10% -$84.3K 0.08% 54
2025
Q4 		$843K Buy
+17,491
New +$843K 0.1% 50

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Financial Plan Inc's DFNM Position: Q1 2026 in Review

Financial Plan Inc reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 9.9% in Q1 2026, selling an estimated $84.3K and leaving 15,752 shares worth $755K. The position accounts for 0.08% of the portfolio, ranked #54.

Financial Plan Inc first reported a position in DFNM in Q4 2025 and has held it in 2 quarters since. The position peaked at $843K in Q4 2025. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Financial Plan Inc held 15,752 shares of Dimensional National Municipal Bond ETF worth $755K as of Q1 2026.
  • Financial Plan Inc sold 1,739 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $84.3K.
  • Dimensional National Municipal Bond ETF made up 0.08% of Financial Plan Inc's portfolio in Q1 2026, its #54 holding.
  • Financial Plan Inc first reported a position in Dimensional National Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's Dimensional National Municipal Bond ETF position peaked at $843K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.