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 Q2	$1.79M	Hold	37,250	–	–	1.18%	21
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 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

Hartmann Taylor Wealth Management's DFNM Position: Q2 2026 in Review

Hartmann Taylor Wealth Management held its Dimensional National Municipal Bond ETF (DFNM) position steady in Q2 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 6 quarters since. The position peaked at $2.45M in Q1 2025. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Hartmann Taylor Wealth Management held 37,250 shares of Dimensional National Municipal Bond ETF worth $1.79M as of Q2 2026.
Hartmann Taylor Wealth Management left its Dimensional National Municipal Bond ETF share count unchanged in Q2 2026.
Dimensional National Municipal Bond ETF made up 1.18% of Hartmann Taylor Wealth Management's portfolio in Q2 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 6 quarters since.
Hartmann Taylor Wealth Management's Dimensional National Municipal Bond ETF position peaked at $2.45M in Q1 2025.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.