HHWM
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Hiley Hunt Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Hiley Hunt 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
Q3 		$2.4M Buy
52,074
+184
+0.4% +$8.74K 0.93% 15
2026
Q2 		$2.51M Buy
51,890
+172
+0.3% +$8.29K 0.99% 15
2026
Q1 		$2.48M Buy
51,718
+2,646
+5% +$128K 1.09% 15
2025
Q4 		$2.36M Buy
49,072
+3,156
+7% +$152K 1.06% 15
2025
Q3 		$2.2M Buy
45,916
+7,875
+21% +$375K 1.04% 15
2025
Q2 		$1.81M Buy
38,041
+133
+0.4% +$6.29K 0.91% 16
2025
Q1 		$1.81M Sell
37,908
-597
-2% -$28.6K 0.99% 16
2024
Q4 		$1.84M Buy
38,505
+6,434
+20% +$310K 1.02% 17
2024
Q3 		$1.56M Buy
32,071
+6,510
+25% +$314K 0.89% 18
2024
Q2 		$1.22M Buy
25,561
+5,446
+27% +$260K 0.75% 22
2024
Q1 		$967K Sell
20,115
-6,034
-23% -$291K 0.63% 23
2023
Q4 		$1.27M Buy
+26,149
New +$1.24M 0.94% 18

Other funds holding DFNM

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return
OFI
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hiley Hunt Wealth Management's DFNM Position: Q3 2026 in Review

Hiley Hunt Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 0.35% in Q3 2026, buying an estimated $8.74K and bringing the position to 52,074 shares worth $2.4M. The position accounts for 0.93% of the portfolio, ranked #15.

Hiley Hunt Wealth Management first reported a position in DFNM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.51M in Q2 2026. 31 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

  • Hiley Hunt Wealth Management held 52,074 shares of Dimensional National Municipal Bond ETF worth $2.4M as of Q3 2026.
  • Hiley Hunt Wealth Management bought 184 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $8.74K.
  • Dimensional National Municipal Bond ETF made up 0.93% of Hiley Hunt Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Hiley Hunt Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Hiley Hunt Wealth Management's Dimensional National Municipal Bond ETF position peaked at $2.51M in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on Hiley Hunt Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.