MW
DFNM icon

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

MBL 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
Q2 		$37.5M Buy
776,501
+36,766
+5% +$1.77M 2.56% 9
2026
Q1 		$35.5M Buy
739,735
+32,640
+5% +$1.58M 2.68% 8
2025
Q4 		$34.1M Buy
707,095
+26,680
+4% +$1.29M 2.73% 8
2025
Q3 		$32.6M Buy
680,415
+13,302
+2% +$633K 2.85% 8
2025
Q2 		$31.6M Sell
667,113
-26,798
-4% -$1.27M 3.03% 8
2025
Q1 		$33M Sell
693,911
-3,035
-0.4% -$145K 3.34% 7
2024
Q4 		$33.3M Buy
696,946
+1,188
+0.2% +$57.2K 3.34% 6
2024
Q3 		$33.8M Sell
695,758
-2,715
-0.4% -$131K 3.63% 4
2024
Q2 		$33.4M Buy
698,473
+8,735
+1% +$417K 3.72% 4
2024
Q1 		$33.2M Buy
689,738
+37,790
+6% +$1.82M 3.76% 4
2023
Q4 		$31.6M Sell
651,948
-1,895
-0.3% -$89.5K 3.96% 4
2023
Q3 		$30.4M Buy
653,843
+61,443
+10% +$2.91M 4.28% 4
2023
Q2 		$28.2M Buy
592,400
+214,575
+57% +$10.3M 3.98% 5
2023
Q1 		$18.3M Buy
377,825
+128,145
+51% +$6.16M 2.85% 9
2022
Q4 		$11.9M Buy
249,680
+212,405
+570% +$10M 2.28% 11
2022
Q3 		$1.74M Buy
+37,275
New +$1.79M 0.38% 52

Other funds holding DFNM

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
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
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
DWM
Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM

MBL Wealth's DFNM Position: Q2 2026 in Review

MBL Wealth increased its Dimensional National Municipal Bond ETF (DFNM) stake by 5% in Q2 2026, buying an estimated $1.77M and bringing the position to 776,501 shares worth $37.5M. The position accounts for 2.56% of the portfolio, ranked #9.

MBL Wealth first reported a position in DFNM in Q3 2022 and has held it in 16 quarters since. 58 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • MBL Wealth held 776,501 shares of Dimensional National Municipal Bond ETF worth $37.5M as of Q2 2026.
  • MBL Wealth bought 36,766 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $1.77M.
  • Dimensional National Municipal Bond ETF made up 2.56% of MBL Wealth's portfolio in Q2 2026, its #9 holding.
  • MBL Wealth first reported a position in Dimensional National Municipal Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 58 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.