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

HBE 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	$717K	Buy	+14,838	New	+$716K	0.52%	28

Other funds holding DFNM

Focus Partners Wealth

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

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

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

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

HBE Wealth Management opened a new position in Dimensional National Municipal Bond ETF (DFNM) in Q2 2026: 14,838 shares worth $717K. The stake represents 0.52% of the portfolio and ranks #28 among its holdings.

293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

HBE Wealth Management held 14,838 shares of Dimensional National Municipal Bond ETF worth $717K as of Q2 2026.
Dimensional National Municipal Bond ETF was a new HBE Wealth Management position in Q2 2026.
Dimensional National Municipal Bond ETF made up 0.52% of HBE Wealth Management's portfolio in Q2 2026, its #28 holding.
293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

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