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

New Dimensions 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 Q3	$2.24M	Buy	48,649 +5,885	+14%	+$279K	1.61%	11
2026 Q2	$2.07M	Buy	42,764 +17,033	+66%	+$821K	1.56%	11
2026 Q1	$1.23M	Buy	25,731 +584	+2%	+$28.3K	1.05%	12
2025 Q4	$1.21M	Buy	25,147 +3,181	+14%	+$153K	1.04%	12
2025 Q3	$1.05M	Buy	21,966 +4,089	+23%	+$194K	0.92%	13
2025 Q2	$848K	Sell	17,877 -283	-2%	-$13.4K	0.77%	13
2025 Q1	$864K	Buy	+18,160	New	+$870K	0.86%	13

Other funds holding DFNM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

New Dimensions Wealth Management's DFNM Position: Q3 2026 in Review

New Dimensions Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 14% in Q3 2026, buying an estimated $279K and bringing the position to 48,649 shares worth $2.24M. The position accounts for 1.61% of the portfolio, ranked #11.

New Dimensions Wealth Management first reported a position in DFNM in Q1 2025 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

New Dimensions Wealth Management held 48,649 shares of Dimensional National Municipal Bond ETF worth $2.24M as of Q3 2026.
New Dimensions Wealth Management bought 5,885 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $279K.
Dimensional National Municipal Bond ETF made up 1.61% of New Dimensions Wealth Management's portfolio in Q3 2026, its #11 holding.
New Dimensions Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q1 2025 and has held it in 7 quarters since.
181 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on New Dimensions Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.