Integrated Wealth Concepts
DFNM icon

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
Q2 		$10M Buy
206,692
+1,992
+1% +$96.1K 0.07% 286
2026
Q1 		$9.8M 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 		$9.5M 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 		$9.9M 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% +$9.6M 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 $97.6B AUM 29.43% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
GeoWealth Management
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Rather & Kittrell
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
Sequoia Financial Advisors
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

Integrated Wealth Concepts's DFNM Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Dimensional National Municipal Bond ETF (DFNM) stake by 0.97% in Q2 2026, buying an estimated $96.1K and bringing the position to 206,692 shares worth $10M. The position accounts for 0.07% of the portfolio, ranked #286.

Integrated Wealth Concepts first reported a position in DFNM in Q2 2022 and has held it in 17 quarters since. The position peaked at $10.9M in Q1 2023. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Integrated Wealth Concepts held 206,692 shares of Dimensional National Municipal Bond ETF worth $10M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,992 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $96.1K.
  • Dimensional National Municipal Bond ETF made up 0.07% of Integrated Wealth Concepts's portfolio in Q2 2026, its #286 holding.
  • Integrated Wealth Concepts first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Integrated Wealth Concepts's Dimensional National Municipal Bond ETF position peaked at $10.9M in Q1 2023.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.