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Life Planning Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Life Planning 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 		$473K Sell
9,784
-286
-3% -$13.8K 0.35% 46
2026
Q1 		$483K Hold
10,070
– – 0.37% 44
2025
Q4 		$485K Sell
10,070
-54
-0.5% -$2.6K 0.37% 43
2025
Q3 		$486K Buy
10,124
+2,253
+29% +$107K 0.35% 44
2025
Q2 		$373K Buy
7,871
+2,671
+51% +$126K 0.3% 48
2025
Q1 		$247K Hold
5,200
– – 0.22% 56
2024
Q4 		$248K Buy
+5,200
New +$250K 0.23% 54

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
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
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Life Planning Partners's DFNM Position: Q2 2026 in Review

Life Planning Partners reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 2.8% in Q2 2026, selling an estimated $13.8K and leaving 9,784 shares worth $473K. The position accounts for 0.35% of the portfolio, ranked #46.

Life Planning Partners first reported a position in DFNM in Q4 2024 and has held it in 7 quarters since. The position peaked at $486K in Q3 2025. 181 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Life Planning Partners held 9,784 shares of Dimensional National Municipal Bond ETF worth $473K as of Q2 2026.
  • Life Planning Partners sold 286 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $13.8K.
  • Dimensional National Municipal Bond ETF made up 0.35% of Life Planning Partners's portfolio in Q2 2026, its #46 holding.
  • Life Planning Partners first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Life Planning Partners's Dimensional National Municipal Bond ETF position peaked at $486K in Q3 2025.
  • 181 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.