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MB Generational Wealth’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

MB Generational Wealth’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 		$2.72M Buy
56,793
+16,127
+40% +$781K 1.51% 15
2025
Q4 		$1.96M Buy
40,666
+28,395
+231% +$1.37M 1.04% 20
2025
Q3 		$589K Buy
+12,271
New +$584K 0.37% 35

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 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 $1.75B AUM 15.4% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 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

MB Generational Wealth's DFNM Position: Q1 2026 in Review

MB Generational Wealth increased its Dimensional National Municipal Bond ETF (DFNM) stake by 40% in Q1 2026, buying an estimated $781K and bringing the position to 56,793 shares worth $2.72M. The position accounts for 1.51% of the portfolio, ranked #15.

MB Generational Wealth first reported a position in DFNM in Q3 2025 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • MB Generational Wealth held 56,793 shares of Dimensional National Municipal Bond ETF worth $2.72M as of Q1 2026.
  • MB Generational Wealth bought 16,127 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $781K.
  • Dimensional National Municipal Bond ETF made up 1.51% of MB Generational Wealth's portfolio in Q1 2026, its #15 holding.
  • MB Generational Wealth first reported a position in Dimensional National Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.