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One Capital Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

One Capital 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 		$1.57M Hold
32,810
– – 0.04% 251
2026
Q1 		$1.57M Buy
32,810
+4,490
+16% +$218K 0.04% 250
2025
Q4 		$1.36M Buy
28,320
+1,605
+6% +$77.3K 0.04% 255
2025
Q3 		$1.28M Buy
26,715
+6,235
+30% +$297K 0.04% 228
2025
Q2 		$971K Buy
20,480
+2,545
+14% +$120K 0.03% 233
2025
Q1 		$853K Buy
+17,935
New +$859K 0.03% 229

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TI
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
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
RK
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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

One Capital Management's DFNM Position: Q2 2026 in Review

One Capital Management held its Dimensional National Municipal Bond ETF (DFNM) position steady in Q2 2026 at 32,810 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #251.

One Capital Management first reported a position in DFNM in Q1 2025 and has held it in 6 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • One Capital Management held 32,810 shares of Dimensional National Municipal Bond ETF worth $1.57M as of Q2 2026.
  • One Capital Management left its Dimensional National Municipal Bond ETF share count unchanged in Q2 2026.
  • Dimensional National Municipal Bond ETF made up 0.04% of One Capital Management's portfolio in Q2 2026, its #251 holding.
  • One Capital Management first reported a position in Dimensional National Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on One Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.