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 Q2	$707K	Sell	14,619 -283	-2%	-$13.6K	0.26%	67
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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Integrity Wealth Solutions's DFNM Position: Q2 2026 in Review

Integrity Wealth Solutions reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 1.9% in Q2 2026, selling an estimated $13.6K and leaving 14,619 shares worth $707K. The position accounts for 0.26% of the portfolio, ranked #67.

Integrity Wealth Solutions first reported a position in DFNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.13M in Q4 2023. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Integrity Wealth Solutions held 14,619 shares of Dimensional National Municipal Bond ETF worth $707K as of Q2 2026.
Integrity Wealth Solutions sold 283 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $13.6K.
Dimensional National Municipal Bond ETF made up 0.26% of Integrity Wealth Solutions's portfolio in Q2 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 11 quarters since.
Integrity Wealth Solutions's Dimensional National Municipal Bond ETF position peaked at $2.13M in Q4 2023.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Integrity Wealth Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.