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 Q3	$2.02M	Buy	43,818 +26,965	+160%	+$1.28M	1.22%	18
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 $7.88B AUM 10.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 1-Year Est. Return

JDH Wealth Management's DFNM Position: Q3 2026 in Review

JDH Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 160% in Q3 2026, buying an estimated $1.28M and bringing the position to 43,818 shares worth $2.02M. The position accounts for 1.22% of the portfolio, ranked #18.

JDH Wealth Management first reported a position in DFNM in Q4 2024 and has held it in 8 quarters since. 123 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

JDH Wealth Management held 43,818 shares of Dimensional National Municipal Bond ETF worth $2.02M as of Q3 2026.
JDH Wealth Management bought 26,965 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $1.28M.
Dimensional National Municipal Bond ETF made up 1.22% of JDH Wealth Management's portfolio in Q3 2026, its #18 holding.
JDH Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 8 quarters since.
123 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.