IWC
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Integrated Wealth Concepts’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Integrated Wealth Concepts’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
Q1 		$9.81M Buy
204,700
+14,037
+7% +$680K 0.08% 251
2025
Q4 		$9.18M Buy
190,663
+3,057
+2% +$147K 0.11% 170
2025
Q3 		$9M Buy
187,606
+1,561
+0.8% +$74.2K 0.08% 238
2025
Q2 		$8.82M Sell
186,045
-10,384
-5% -$491K 0.09% 212
2025
Q1 		$9.34M Sell
196,429
-3,164
-2% -$152K 0.11% 179
2024
Q4 		$9.53M Buy
199,593
+6,240
+3% +$300K 0.11% 178
2024
Q3 		$9.39M Buy
193,353
+9,500
+5% +$458K 0.11% 181
2024
Q2 		$8.78M Sell
183,853
-21,354
-10% -$1.02M 0.12% 176
2024
Q1 		$9.87M Sell
205,207
-3,718
-2% -$179K 0.14% 161
2023
Q4 		$10.1M Sell
208,925
-17,447
-8% -$824K 0.17% 145
2023
Q3 		$10.5M Sell
226,372
-65
-0% -$3.08K 0.19% 133
2023
Q2 		$10.8M Sell
226,437
-56
-0% -$2.68K 0.18% 133
2023
Q1 		$10.9M Buy
226,493
+200,015
+755% +$9.62M 0.23% 108
2022
Q4 		$1.27M Buy
26,478
+22,144
+511% +$1.05M 0.03% 419
2022
Q3 		$202K Sell
4,334
-363
-8% -$17.5K 0.01% 866
2022
Q2 		$226K Buy
+4,697
New +$225K 0.01% 848

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Integrated Wealth Concepts's DFNM Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Dimensional National Municipal Bond ETF (DFNM) stake by 7.4% in Q1 2026, buying an estimated $680K and bringing the position to 204,700 shares worth $9.81M. The position accounts for 0.08% of the portfolio, ranked #251.

Integrated Wealth Concepts first reported a position in DFNM in Q2 2022 and has held it in 16 quarters since. The position peaked at $10.9M in Q1 2023. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Integrated Wealth Concepts held 204,700 shares of Dimensional National Municipal Bond ETF worth $9.81M as of Q1 2026.
  • Integrated Wealth Concepts bought 14,037 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $680K.
  • Dimensional National Municipal Bond ETF made up 0.08% of Integrated Wealth Concepts's portfolio in Q1 2026, its #251 holding.
  • Integrated Wealth Concepts first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Integrated Wealth Concepts's Dimensional National Municipal Bond ETF position peaked at $10.9M in Q1 2023.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.