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

GeoWealth 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	$51M	Buy	1,055,345 +174,263	+20%	+$8.4M	1.6%	12
2026 Q1	$42.2M	Sell	881,082 -1,903	-0.2%	-$92.2K	1.52%	14
2025 Q4	$42.5M	Buy	882,985 +18,481	+2%	+$890K	1.57%	14
2025 Q3	$41.5M	Buy	864,504 +2,096	+0.2%	+$99.7K	1.51%	14
2025 Q2	$40.9M	Sell	862,408 -16,592	-2%	-$784K	1.6%	13
2025 Q1	$41.8M	Sell	879,000 -127,570	-13%	-$6.11M	1.68%	12
2024 Q4	$48.1M	Buy	1,006,570 +48,339	+5%	+$2.33M	1.57%	13
2024 Q3	$46.5M	Buy	958,231 +73,626	+8%	+$3.55M	1.64%	11
2024 Q2	$42.3M	Sell	884,605 -47,259	-5%	-$2.26M	1.84%	11
2024 Q1	$44.8M	Buy	+931,864	New	+$45M	1.73%	11

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

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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

GeoWealth Management's DFNM Position: Q2 2026 in Review

GeoWealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 20% in Q2 2026, buying an estimated $8.4M and bringing the position to 1,055,345 shares worth $51M. The position accounts for 1.6% of the portfolio, ranked #12.

GeoWealth 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.

GeoWealth Management held 1,055,345 shares of Dimensional National Municipal Bond ETF worth $51M as of Q2 2026.
GeoWealth Management bought 174,263 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $8.4M.
Dimensional National Municipal Bond ETF made up 1.6% of GeoWealth Management's portfolio in Q2 2026, its #12 holding.
GeoWealth 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 GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.