KRW
DFNM icon

Kaufman Rossin Wealth’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Kaufman Rossin Wealth’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 		$542K Buy
11,237
+4,172
+59% +$201K 0.26% 42
2026
Q1 		$339K Sell
7,065
-882
-11% -$42.7K 0.19% 60
2025
Q4 		$383K Buy
+7,947
New +$383K 0.2% 73

Other funds holding DFNM

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SP
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
MW
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
AL
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

Kaufman Rossin Wealth's DFNM Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its Dimensional National Municipal Bond ETF (DFNM) stake by 59% in Q2 2026, buying an estimated $201K and bringing the position to 11,237 shares worth $542K. The position accounts for 0.26% of the portfolio, ranked #42.

Kaufman Rossin Wealth first reported a position in DFNM in Q4 2025 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Kaufman Rossin Wealth held 11,237 shares of Dimensional National Municipal Bond ETF worth $542K as of Q2 2026.
  • Kaufman Rossin Wealth bought 4,172 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $201K.
  • Dimensional National Municipal Bond ETF made up 0.26% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #42 holding.
  • Kaufman Rossin Wealth first reported a position in Dimensional National Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 103 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.