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

Navigoe 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 Q2	$208K	Hold	4,309	–	–	0.11%	41
2026 Q1	$206K	Buy	4,309 +227	+6%	+$11K	0.12%	39
2025 Q4	$196K	Hold	4,082	–	–	0.12%	40
2025 Q3	$195K	Hold	4,082	–	–	0.12%	39
2025 Q2	$193K	Hold	4,082	–	–	0.15%	37
2025 Q1	$194K	Hold	4,082	–	–	0.17%	36
2024 Q4	$194K	Buy	+4,082	New	+$196K	0.19%	34

Other funds holding DFNM

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Navigoe Wealth Management's DFNM Position: Q2 2026 in Review

Navigoe Wealth Management held its Dimensional National Municipal Bond ETF (DFNM) position steady in Q2 2026 at 4,309 shares worth $208K. The position accounts for 0.11% of the portfolio, ranked #41.

Navigoe Wealth Management first reported a position in DFNM in Q4 2024 and has held it in 7 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Navigoe Wealth Management held 4,309 shares of Dimensional National Municipal Bond ETF worth $208K as of Q2 2026.
Navigoe Wealth Management left its Dimensional National Municipal Bond ETF share count unchanged in Q2 2026.
Dimensional National Municipal Bond ETF made up 0.11% of Navigoe Wealth Management's portfolio in Q2 2026, its #41 holding.
Navigoe Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.