HTWM
DFNM icon

Hartmann Taylor Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Hartmann Taylor Wealth 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
Q1 		$1.79M Hold
37,250
– – 1.18% 21
2025
Q4 		$1.79M Hold
37,250
– – 1.21% 22
2025
Q3 		$1.79M Hold
37,250
– – 1.28% 22
2025
Q2 		$1.77M Sell
37,250
-14,200
-28% -$671K 1.47% 19
2025
Q1 		$2.45M Buy
+51,450
New +$2.46M 2.19% 14

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 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

Hartmann Taylor Wealth Management's DFNM Position: Q1 2026 in Review

Hartmann Taylor Wealth Management held its Dimensional National Municipal Bond ETF (DFNM) position steady in Q1 2026 at 37,250 shares worth $1.79M. The position accounts for 1.18% of the portfolio, ranked #21.

Hartmann Taylor Wealth Management first reported a position in DFNM in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.45M in Q1 2025. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Hartmann Taylor Wealth Management held 37,250 shares of Dimensional National Municipal Bond ETF worth $1.79M as of Q1 2026.
  • Hartmann Taylor Wealth Management left its Dimensional National Municipal Bond ETF share count unchanged in Q1 2026.
  • Dimensional National Municipal Bond ETF made up 1.18% of Hartmann Taylor Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Hartmann Taylor Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Hartmann Taylor Wealth Management's Dimensional National Municipal Bond ETF position peaked at $2.45M in Q1 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.