JTWM
DFNM icon

Jackson Thornton Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Jackson Thornton 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
Q1 		$2.05M Sell
42,387
-17,044
-29% -$826K 0.18% 40
2025
Q4 		$2.87M Buy
59,431
+33,983
+134% +$1.64M 0.27% 31
2025
Q3 		$1.22M Buy
25,448
+1,545
+6% +$73.5K 0.12% 42
2025
Q2 		$1.13M Buy
23,903
+1,085
+5% +$51.3K 0.13% 37
2025
Q1 		$1.07M Buy
22,818
+8,150
+56% +$390K 0.14% 34
2024
Q4 		$701K Buy
14,668
+1,427
+11% +$68.7K 0.09% 43
2024
Q3 		$643K Buy
13,241
+36
+0.3% +$1.74K 0.09% 35
2024
Q2 		$631K Buy
+13,205
New +$631K 0.1% 35

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

Jackson Thornton Wealth Management's DFNM Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 29% in Q1 2026, selling an estimated $826K and leaving 42,387 shares worth $2.05M. The position accounts for 0.18% of the portfolio, ranked #40.

Jackson Thornton Wealth Management first reported a position in DFNM in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.87M in Q4 2025. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Jackson Thornton Wealth Management held 42,387 shares of Dimensional National Municipal Bond ETF worth $2.05M as of Q1 2026.
  • Jackson Thornton Wealth Management sold 17,044 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $826K.
  • Dimensional National Municipal Bond ETF made up 0.18% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Jackson Thornton Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Jackson Thornton Wealth Management's Dimensional National Municipal Bond ETF position peaked at $2.87M in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.