Great Oak Capital Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Great Oak Capital Partners’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	$1.82M	Buy	37,722 +1,128	+3%	+$54.4K	0.39%	17
2026 Q1	$1.76M	Buy	36,594 +330	+0.9%	+$16K	0.41%	17
2025 Q4	$1.75M	Buy	36,264 +453	+1%	+$21.8K	0.44%	16
2025 Q3	$1.72M	Sell	35,811 -3,813	-10%	-$181K	0.45%	16
2025 Q2	$1.88M	Buy	39,624 +30,110	+316%	+$1.42M	0.54%	15
2025 Q1	$453K	Hold	9,514	–	–	0.15%	26
2024 Q4	$453K	Buy	9,514 +88	+0.9%	+$4.24K	0.15%	26
2024 Q3	$456K	Buy	9,426 +58	+0.6%	+$2.8K	0.16%	26
2024 Q2	$452K	Buy	+9,368	New	+$448K	0.17%	28

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

Great Oak Capital Partners's DFNM Position: Q2 2026 in Review

Great Oak Capital Partners increased its Dimensional National Municipal Bond ETF (DFNM) stake by 3.1% in Q2 2026, buying an estimated $54.4K and bringing the position to 37,722 shares worth $1.82M. The position accounts for 0.39% of the portfolio, ranked #17.

Great Oak Capital Partners first reported a position in DFNM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.88M in Q2 2025. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Great Oak Capital Partners held 37,722 shares of Dimensional National Municipal Bond ETF worth $1.82M as of Q2 2026.
Great Oak Capital Partners bought 1,128 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $54.4K.
Dimensional National Municipal Bond ETF made up 0.39% of Great Oak Capital Partners's portfolio in Q2 2026, its #17 holding.
Great Oak Capital Partners first reported a position in Dimensional National Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
Great Oak Capital Partners's Dimensional National Municipal Bond ETF position peaked at $1.88M in Q2 2025.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Great Oak Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.