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

Northwest 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	$1.86M	Buy	38,489 +1,408	+4%	+$67.9K	0.25%	57
2026 Q1	$1.78M	Buy	37,081 +5,419	+17%	+$263K	0.27%	56
2025 Q4	$1.53M	Buy	31,662 +6,508	+26%	+$314K	0.24%	57
2025 Q3	$1.21M	Buy	25,154 +3,903	+18%	+$186K	0.2%	65
2025 Q2	$1.01M	Sell	21,251 -4,513	-18%	-$213K	0.18%	69
2025 Q1	$1.23M	Buy	25,764 +8,711	+51%	+$417K	0.24%	62
2024 Q4	$815K	Buy	17,053 +8,511	+100%	+$410K	0.17%	79
2024 Q3	$415K	Buy	+8,542	New	+$412K	0.1%	104

Other funds holding DFNM

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

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

MWM

Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return

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

Northwest Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 3.8% in Q2 2026, buying an estimated $67.9K and bringing the position to 38,489 shares worth $1.86M. The position accounts for 0.25% of the portfolio, ranked #57.

Northwest Wealth Management first reported a position in DFNM in Q3 2024 and has held it in 8 quarters since. 134 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Northwest Wealth Management held 38,489 shares of Dimensional National Municipal Bond ETF worth $1.86M as of Q2 2026.
Northwest Wealth Management bought 1,408 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $67.9K.
Dimensional National Municipal Bond ETF made up 0.25% of Northwest Wealth Management's portfolio in Q2 2026, its #57 holding.
Northwest Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
134 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

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