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Outbound Financial Inc’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Outbound Financial Inc’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 		$9.11M Buy
188,504
+20,480
+12% +$988K 5.9% 6
2026
Q1 		$8.05M Buy
168,024
+8,646
+5% +$419K 6.04% 6
2025
Q4 		$7.68M Buy
159,378
+3,828
+2% +$184K 5.98% 6
2025
Q3 		$7.46M Buy
155,550
+3,315
+2% +$158K 6.09% 5
2025
Q2 		$7.22M Buy
+152,235
New +$7.19M 6.6% 4

Other funds holding DFNM

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
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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
DWM
Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return

Outbound Financial Inc's DFNM Position: Q2 2026 in Review

Outbound Financial Inc increased its Dimensional National Municipal Bond ETF (DFNM) stake by 12% in Q2 2026, buying an estimated $988K and bringing the position to 188,504 shares worth $9.11M. The position accounts for 5.9% of the portfolio, ranked #6.

Outbound Financial Inc first reported a position in DFNM in Q2 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Outbound Financial Inc held 188,504 shares of Dimensional National Municipal Bond ETF worth $9.11M as of Q2 2026.
  • Outbound Financial Inc bought 20,480 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $988K.
  • Dimensional National Municipal Bond ETF made up 5.9% of Outbound Financial Inc's portfolio in Q2 2026, its #6 holding.
  • Outbound Financial Inc first reported a position in Dimensional National Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 79 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Outbound Financial Inc's 13F filing for Q2 2026, filed 15 Jul 2026.