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

JDH 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	$815K	Buy	16,853 +2,738	+19%	+$132K	0.5%	28
2026 Q1	$677K	Buy	14,115 +1,696	+14%	+$82.2K	0.46%	29
2025 Q4	$598K	Buy	12,419 +3,403	+38%	+$164K	0.41%	32
2025 Q3	$433K	Buy	9,016 +1,505	+20%	+$71.6K	0.31%	34
2025 Q2	$356K	Sell	7,511 -7,012	-48%	-$331K	0.27%	37
2025 Q1	$691K	Buy	14,523 +10,189	+235%	+$488K	0.59%	24
2024 Q4	$207K	Buy	+4,334	New	+$209K	0.18%	45

Other funds holding DFNM

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

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

MWM

Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

JDH Wealth Management's DFNM Position: Q2 2026 in Review

JDH Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 19% in Q2 2026, buying an estimated $132K and bringing the position to 16,853 shares worth $815K. The position accounts for 0.5% of the portfolio, ranked #28.

JDH Wealth Management first reported a position in DFNM in Q4 2024 and has held it in 7 quarters since. 103 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

JDH Wealth Management held 16,853 shares of Dimensional National Municipal Bond ETF worth $815K as of Q2 2026.
JDH Wealth Management bought 2,738 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $132K.
Dimensional National Municipal Bond ETF made up 0.5% of JDH Wealth Management's portfolio in Q2 2026, its #28 holding.
JDH Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
103 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.