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Graves Light Lenhart Wealth’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Graves Light Lenhart Wealth’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 		$26.9M Buy
556,651
+73,862
+15% +$3.56M 2.51% 11
2026
Q1 		$23.1M Buy
482,789
+120,859
+33% +$5.86M 2.41% 13
2025
Q4 		$17.4M Buy
361,930
+87,639
+32% +$4.22M 1.85% 17
2025
Q3 		$13.2M Buy
274,291
+28,228
+11% +$1.34M 1.46% 18
2025
Q2 		$11.7M Sell
246,063
-5,135
-2% -$243K 1.39% 19
2025
Q1 		$11.9M Buy
251,198
+17,893
+8% +$857K 1.47% 17
2024
Q4 		$11.1M Buy
233,305
+12,266
+6% +$590K 1.39% 18
2024
Q3 		$10.7M Sell
221,039
-260,015
-54% -$12.5M 1.32% 17
2024
Q2 		$22.9M Buy
481,054
+38,556
+9% +$1.84M 2.62% 11
2024
Q1 		$21.3M Buy
442,498
+42,666
+11% +$2.06M 2.47% 11
2023
Q4 		$19.4M Buy
399,832
+6,462
+2% +$305K 2.41% 12
2023
Q3 		$18.2M Buy
393,370
+204,464
+108% +$9.67M 2.47% 12
2023
Q2 		$9M Buy
188,906
+2,753
+1% +$132K 1.22% 21
2023
Q1 		$8.99M Buy
186,153
+32,470
+21% +$1.56M 1.39% 18
2022
Q4 		$7.35M Buy
+153,683
New +$7.26M 1.13% 23

Other funds holding DFNM

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
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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
DWM
Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM

Graves Light Lenhart Wealth's DFNM Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its Dimensional National Municipal Bond ETF (DFNM) stake by 15% in Q2 2026, buying an estimated $3.56M and bringing the position to 556,651 shares worth $26.9M. The position accounts for 2.51% of the portfolio, ranked #11.

Graves Light Lenhart Wealth first reported a position in DFNM in Q4 2022 and has held it in 15 quarters since. 58 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Graves Light Lenhart Wealth held 556,651 shares of Dimensional National Municipal Bond ETF worth $26.9M as of Q2 2026.
  • Graves Light Lenhart Wealth bought 73,862 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $3.56M.
  • Dimensional National Municipal Bond ETF made up 2.51% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #11 holding.
  • Graves Light Lenhart Wealth first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 58 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.