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

KFG 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	$264K	Buy	5,472 +25	+0.5%	+$1.21K	0.03%	191
2026 Q1	$261K	Buy	5,447 +21	+0.4%	+$1.02K	0.03%	191
2025 Q4	$261K	Sell	5,426 -180	-3%	-$8.67K	0.04%	183
2025 Q3	$269K	Buy	5,606 +27	+0.5%	+$1.28K	0.04%	176
2025 Q2	$265K	Buy	5,579 +9	+0.2%	+$425	0.04%	173
2025 Q1	$265K	Hold	5,570	–	–	0.05%	168
2024 Q4	$266K	Hold	5,570	–	–	0.05%	160
2024 Q3	$270K	Sell	5,570 -135	-2%	-$6.51K	0.06%	150
2024 Q2	$273K	Hold	5,705	–	–	0.11%	130
2024 Q1	$274K	Hold	5,705	–	–	0.11%	128
2023 Q4	$277K	Buy	+5,705	New	+$269K	0.13%	107

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

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

KFG Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 0.46% in Q2 2026, buying an estimated $1.21K and bringing the position to 5,472 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #191.

KFG Wealth Management first reported a position in DFNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $277K in Q4 2023. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

KFG Wealth Management held 5,472 shares of Dimensional National Municipal Bond ETF worth $264K as of Q2 2026.
KFG Wealth Management bought 25 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $1.21K.
Dimensional National Municipal Bond ETF made up 0.03% of KFG Wealth Management's portfolio in Q2 2026, its #191 holding.
KFG Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
KFG Wealth Management's Dimensional National Municipal Bond ETF position peaked at $277K in Q4 2023.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

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