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

Meredith Wealth Planning’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 		$2.68M Buy
55,527
+6,311
+13% +$304K 0.63% 22
2026
Q1 		$2.36M Buy
49,216
+5,767
+13% +$279K 0.64% 21
2025
Q4 		$2.09M Buy
43,449
+24,049
+124% +$1.16M 0.62% 24
2025
Q3 		$931K Buy
19,400
+11,625
+150% +$553K 0.3% 33
2025
Q2 		$369K Buy
7,775
+1,285
+20% +$60.7K 0.13% 44
2025
Q1 		$309K Buy
6,490
+250
+4% +$12K 0.14% 41
2024
Q4 		$298K Buy
6,240
+57
+0.9% +$2.74K 0.13% 41
2024
Q3 		$300K Buy
6,183
+1,378
+29% +$66.5K 0.14% 39
2024
Q2 		$230K Buy
+4,805
New +$230K 0.12% 41

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Meredith Wealth Planning's DFNM Position: Q2 2026 in Review

Meredith Wealth Planning increased its Dimensional National Municipal Bond ETF (DFNM) stake by 13% in Q2 2026, buying an estimated $304K and bringing the position to 55,527 shares worth $2.68M. The position accounts for 0.63% of the portfolio, ranked #22.

Meredith Wealth Planning first reported a position in DFNM in Q2 2024 and has held it in 9 quarters since. 151 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Meredith Wealth Planning held 55,527 shares of Dimensional National Municipal Bond ETF worth $2.68M as of Q2 2026.
  • Meredith Wealth Planning bought 6,311 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $304K.
  • Dimensional National Municipal Bond ETF made up 0.63% of Meredith Wealth Planning's portfolio in Q2 2026, its #22 holding.
  • Meredith Wealth Planning first reported a position in Dimensional National Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 151 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.