NDWM
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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
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 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 $9.92B AUM 21.52% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 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

New Dimensions Wealth Management's DFNM Position: Q1 2026 in Review

New Dimensions Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 2.3% in Q1 2026, buying an estimated $28.3K and bringing the position to 25,731 shares worth $1.23M. The position accounts for 1.05% of the portfolio, ranked #12.

New Dimensions Wealth Management first reported a position in DFNM in Q1 2025 and has held it in 5 quarters since. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • New Dimensions Wealth Management held 25,731 shares of Dimensional National Municipal Bond ETF worth $1.23M as of Q1 2026.
  • New Dimensions Wealth Management bought 584 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $28.3K.
  • Dimensional National Municipal Bond ETF made up 1.05% of New Dimensions Wealth Management's portfolio in Q1 2026, its #12 holding.
  • New Dimensions Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on New Dimensions Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.