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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
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

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

Hiley Hunt Wealth Management's DFNM Position: Q2 2026 in Review

Hiley Hunt Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 0.33% in Q2 2026, buying an estimated $8.29K and bringing the position to 51,890 shares worth $2.51M. The position accounts for 0.99% of the portfolio, ranked #15.

Hiley Hunt Wealth Management first reported a position in DFNM in Q4 2023 and has held it in 11 quarters since. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Hiley Hunt Wealth Management held 51,890 shares of Dimensional National Municipal Bond ETF worth $2.51M as of Q2 2026.
  • Hiley Hunt Wealth Management bought 172 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $8.29K.
  • Dimensional National Municipal Bond ETF made up 0.99% of Hiley Hunt Wealth Management's portfolio in Q2 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 11 quarters since.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Hiley Hunt Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.