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Generations Wealth LLC’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Generations Wealth LLC’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 		$899K Sell
18,598
-11,498
-38% -$554K 0.85% 18
2026
Q1 		$1.44M Buy
30,096
+14,867
+98% +$720K 1.4% 15
2025
Q4 		$734K Buy
+15,229
New +$734K 0.75% 20

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TI
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
RK
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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Generations Wealth LLC's DFNM Position: Q2 2026 in Review

Generations Wealth LLC reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 38% in Q2 2026, selling an estimated $554K and leaving 18,598 shares worth $899K. The position accounts for 0.85% of the portfolio, ranked #18.

Generations Wealth LLC first reported a position in DFNM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.44M in Q1 2026. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Generations Wealth LLC held 18,598 shares of Dimensional National Municipal Bond ETF worth $899K as of Q2 2026.
  • Generations Wealth LLC sold 11,498 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $554K.
  • Dimensional National Municipal Bond ETF made up 0.85% of Generations Wealth LLC's portfolio in Q2 2026, its #18 holding.
  • Generations Wealth LLC first reported a position in Dimensional National Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Generations Wealth LLC's Dimensional National Municipal Bond ETF position peaked at $1.44M in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Generations Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.