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 Q2	$3.05M	Buy	63,109 +20,722	+49%	+$999K	0.24%	35
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 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

Jackson Thornton Wealth Management's DFNM Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 49% in Q2 2026, buying an estimated $999K and bringing the position to 63,109 shares worth $3.05M. The position accounts for 0.24% of the portfolio, ranked #35.

Jackson Thornton Wealth Management first reported a position in DFNM in Q2 2024 and has held it in 9 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Jackson Thornton Wealth Management held 63,109 shares of Dimensional National Municipal Bond ETF worth $3.05M as of Q2 2026.
Jackson Thornton Wealth Management bought 20,722 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $999K.
Dimensional National Municipal Bond ETF made up 0.24% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #35 holding.
Jackson Thornton Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.