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 Q3	$1.65M	Buy	35,740 +25,956	+265%	+$1.23M	1.31%	20
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

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Life Planning Partners's DFNM Position: Q3 2026 in Review

Life Planning Partners increased its Dimensional National Municipal Bond ETF (DFNM) stake by 265% in Q3 2026, buying an estimated $1.23M and bringing the position to 35,740 shares worth $1.65M. The position accounts for 1.31% of the portfolio, ranked #20.

Life Planning Partners first reported a position in DFNM in Q4 2024 and has held it in 8 quarters since. 209 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

Life Planning Partners held 35,740 shares of Dimensional National Municipal Bond ETF worth $1.65M as of Q3 2026.
Life Planning Partners bought 25,956 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $1.23M.
Dimensional National Municipal Bond ETF made up 1.31% of Life Planning Partners's portfolio in Q3 2026, its #20 holding.
Life Planning Partners first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 8 quarters since.
209 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.