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Legacy Capital Wealth Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Legacy Capital Wealth 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 		$405K Buy
8,379
+59
+0.7% +$2.85K 0.08% 239
2026
Q1 		$399K Sell
8,320
-266
-3% -$12.9K 0.08% 245
2025
Q4 		$414K Buy
8,586
+17
+0.2% +$819 0.09% 234
2025
Q3 		$411K Buy
8,569
+243
+3% +$11.6K 0.09% 242
2025
Q2 		$395K Buy
+8,326
New +$393K 0.09% 251

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TI
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
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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
RK
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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Legacy Capital Wealth Partners's DFNM Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Dimensional National Municipal Bond ETF (DFNM) stake by 0.71% in Q2 2026, buying an estimated $2.85K and bringing the position to 8,379 shares worth $405K. The position accounts for 0.08% of the portfolio, ranked #239.

Legacy Capital Wealth Partners first reported a position in DFNM in Q2 2025 and has held it in 5 quarters since. The position peaked at $414K in Q4 2025. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Legacy Capital Wealth Partners held 8,379 shares of Dimensional National Municipal Bond ETF worth $405K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 59 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $2.85K.
  • Dimensional National Municipal Bond ETF made up 0.08% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #239 holding.
  • Legacy Capital Wealth Partners first reported a position in Dimensional National Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Legacy Capital Wealth Partners's Dimensional National Municipal Bond ETF position peaked at $414K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.