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Integrity Wealth Solutions’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Integrity Wealth Solutions’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 		$714K Buy
14,902
+863
+6% +$41.8K 0.28% 67
2025
Q4 		$676K Sell
14,039
-3,983
-22% -$192K 0.27% 69
2025
Q3 		$865K Sell
18,022
-1,344
-7% -$63.9K 0.39% 54
2025
Q2 		$919K Sell
19,366
-6,662
-26% -$315K 0.45% 51
2025
Q1 		$1.24M Sell
26,028
-5,917
-19% -$283K 0.67% 41
2024
Q4 		$1.53M Sell
31,945
-321
-1% -$15.4K 0.85% 37
2024
Q3 		$1.57M Sell
32,266
-5,694
-15% -$275K 0.91% 37
2024
Q2 		$1.81M Sell
37,960
-4,126
-10% -$197K 1.18% 31
2024
Q1 		$2.02M Sell
42,086
-1,767
-4% -$85.3K 1.32% 28
2023
Q4 		$2.13M Buy
+43,853
New +$2.07M 1.47% 26

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 $1.96B AUM 19.83% 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

Integrity Wealth Solutions's DFNM Position: Q1 2026 in Review

Integrity Wealth Solutions increased its Dimensional National Municipal Bond ETF (DFNM) stake by 6.1% in Q1 2026, buying an estimated $41.8K and bringing the position to 14,902 shares worth $714K. The position accounts for 0.28% of the portfolio, ranked #67.

Integrity Wealth Solutions first reported a position in DFNM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.13M in Q4 2023. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Integrity Wealth Solutions held 14,902 shares of Dimensional National Municipal Bond ETF worth $714K as of Q1 2026.
  • Integrity Wealth Solutions bought 863 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $41.8K.
  • Dimensional National Municipal Bond ETF made up 0.28% of Integrity Wealth Solutions's portfolio in Q1 2026, its #67 holding.
  • Integrity Wealth Solutions first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Integrity Wealth Solutions's Dimensional National Municipal Bond ETF position peaked at $2.13M in Q4 2023.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Integrity Wealth Solutions's 13F filing for Q1 2026, filed 4 May 2026.