ME
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McIlrath & Eck’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

McIlrath & Eck’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 		$276K Hold
5,754
– – 0.02% 197
2025
Q4 		$277K Buy
5,754
+1,783
+45% +$85.9K 0.03% 121
2025
Q3 		$191K Sell
3,971
-3,715
-48% -$177K 0.02% 151
2025
Q2 		$365K Sell
7,686
-1,783
-19% -$84.3K 0.04% 95
2025
Q1 		$450K Buy
9,469
+1,783
+23% +$85.4K 0.06% 85
2024
Q4 		$367K Sell
7,686
-1,783
-19% -$85.8K 0.05% 88
2024
Q3 		$460K Hold
9,469
– – 0.06% 81
2024
Q2 		$452K Hold
9,469
– – 0.07% 72
2024
Q1 		$455K Sell
9,469
-228
-2% -$11K 0.07% 69
2023
Q4 		$470K Buy
9,697
+5,052
+109% +$239K 0.08% 70
2023
Q3 		$216K Buy
4,645
+4,269
+1,135% +$202K 0.04% 112
2023
Q2 		$17.9K Hold
376
– – ﹤0.01% 441
2023
Q1 		$18.2K Hold
376
– – ﹤0.01% 430
2022
Q4 		$18K Buy
+376
New +$17.8K ﹤0.01% 426

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

McIlrath & Eck's DFNM Position: Q1 2026 in Review

McIlrath & Eck held its Dimensional National Municipal Bond ETF (DFNM) position steady in Q1 2026 at 5,754 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #197.

McIlrath & Eck first reported a position in DFNM in Q4 2022 and has held it in 14 quarters since. The position peaked at $470K in Q4 2023. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • McIlrath & Eck held 5,754 shares of Dimensional National Municipal Bond ETF worth $276K as of Q1 2026.
  • McIlrath & Eck left its Dimensional National Municipal Bond ETF share count unchanged in Q1 2026.
  • Dimensional National Municipal Bond ETF made up 0.02% of McIlrath & Eck's portfolio in Q1 2026, its #197 holding.
  • McIlrath & Eck first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • McIlrath & Eck's Dimensional National Municipal Bond ETF position peaked at $470K in Q4 2023.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.