Kings Path Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Kings Path Partners’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	$5.72M	Buy	118,323 +102,362	+641%	+$4.94M	1.52%	21
2026 Q1	$769K	Hold	15,961	–	–	0.27%	38
2025 Q4	$769K	Buy	15,961 +3,063	+24%	+$148K	0.27%	38
2025 Q3	$619K	Buy	12,898 +2,891	+29%	+$137K	0.23%	46
2025 Q2	$475K	Buy	10,007 +5,505	+122%	+$260K	0.19%	63
2025 Q1	$214K	Buy	+4,502	New	+$216K	0.1%	95

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

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

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

YWM

Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return

DWM

Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

Kings Path Partners's DFNM Position: Q2 2026 in Review

Kings Path Partners increased its Dimensional National Municipal Bond ETF (DFNM) stake by 641% in Q2 2026, buying an estimated $4.94M and bringing the position to 118,323 shares worth $5.72M. The position accounts for 1.52% of the portfolio, ranked #21.

Kings Path Partners first reported a position in DFNM in Q1 2025 and has held it in 6 quarters since. 65 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Kings Path Partners held 118,323 shares of Dimensional National Municipal Bond ETF worth $5.72M as of Q2 2026.
Kings Path Partners bought 102,362 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $4.94M.
Dimensional National Municipal Bond ETF made up 1.52% of Kings Path Partners's portfolio in Q2 2026, its #21 holding.
Kings Path Partners first reported a position in Dimensional National Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
65 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.