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

HB 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 		$1.44M Sell
29,776
-26,054
-47% -$1.26M 0.01% 589
2026
Q1 		$2.68M Hold
55,830
– – 0.02% 371
2025
Q4 		$2.69M Hold
55,830
– – 0.02% 354
2025
Q3 		$2.68M Sell
55,830
-10,325
-16% -$491K 0.02% 359
2025
Q2 		$3.14M Buy
66,155
+43,161
+188% +$2.04M 0.02% 288
2025
Q1 		$1.09M Buy
+22,994
New +$1.1M 0.01% 515

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TI
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
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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
RK
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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

HB Wealth Management's DFNM Position: Q2 2026 in Review

HB Wealth Management reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 47% in Q2 2026, selling an estimated $1.26M and leaving 29,776 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #589.

HB Wealth Management first reported a position in DFNM in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.14M in Q2 2025. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • HB Wealth Management held 29,776 shares of Dimensional National Municipal Bond ETF worth $1.44M as of Q2 2026.
  • HB Wealth Management sold 26,054 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $1.26M.
  • Dimensional National Municipal Bond ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #589 holding.
  • HB Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • HB Wealth Management's Dimensional National Municipal Bond ETF position peaked at $3.14M in Q2 2025.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.