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

LJI 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
Q1 		– Sell
-10,600
Closed -$511K – 199
2025
Q4 		$511K Buy
+10,600
New +$511K 0.08% 109
2025
Q3 		– Sell
-9,043
Closed -$429K – 191
2025
Q2 		$429K Buy
9,043
+212
+2% +$10K 0.07% 109
2025
Q1 		$420K Sell
8,831
-300
-3% -$14.4K 0.08% 100
2024
Q4 		$436K Buy
9,131
+300
+3% +$14.4K 0.09% 102
2024
Q3 		$429K Sell
8,831
-208
-2% -$10K 0.09% 121
2024
Q2 		$432K Buy
9,039
+3,795
+72% +$181K 0.1% 108
2024
Q1 		$252K Hold
5,244
– – 0.07% 126
2023
Q4 		$254K Buy
+5,244
New +$248K 0.07% 143
2023
Q3 		– Sell
-129,887
Closed -$130K – 173
2023
Q2 		$130K Buy
+129,887
New +$6.21M 0.04% 158

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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 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

LJI Wealth Management's DFNM Position: Q1 2026 in Review

LJI Wealth Management sold out of Dimensional National Municipal Bond ETF (DFNM) in Q1 2026, closing a stake of 10,600 shares — an estimated $511K sold.

LJI Wealth Management first reported a position in DFNM in Q2 2023 and held it in 9 quarters. The position peaked at $511K in Q4 2025. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • LJI Wealth Management reported no remaining Dimensional National Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • LJI Wealth Management sold 10,600 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $511K.
  • LJI Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q2 2023 and held it in 9 quarters.
  • LJI Wealth Management's Dimensional National Municipal Bond ETF position peaked at $511K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.