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Physician Wealth Solutions’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Physician Wealth Solutions’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 		$696K Sell
14,392
-517
-3% -$24.9K 0.26% 31
2026
Q1 		$715K Sell
14,909
-451
-3% -$21.9K 0.3% 32
2025
Q4 		$740K Sell
15,360
-707
-4% -$34.1K 0.31% 31
2025
Q3 		$771K Sell
16,067
-7,471
-32% -$355K 0.34% 31
2025
Q2 		$1.12M Sell
23,538
-2,000
-8% -$94.5K 0.52% 27
2025
Q1 		$1.21M Sell
25,538
-358
-1% -$17.1K 0.61% 25
2024
Q4 		$1.24M Hold
25,896
– – 0.62% 25
2024
Q3 		$1.24M Hold
25,896
– – 0.62% 25
2024
Q2 		$1.24M Sell
25,896
-442
-2% -$21.1K 0.88% 23
2024
Q1 		$1.27M Sell
26,338
-993
-4% -$47.9K 1.06% 23
2023
Q4 		$1.33M Buy
+27,331
New +$1.29M 1.32% 22

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

Physician Wealth Solutions's DFNM Position: Q2 2026 in Review

Physician Wealth Solutions reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 3.5% in Q2 2026, selling an estimated $24.9K and leaving 14,392 shares worth $696K. The position accounts for 0.26% of the portfolio, ranked #31.

Physician Wealth Solutions first reported a position in DFNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.33M in Q4 2023. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Physician Wealth Solutions held 14,392 shares of Dimensional National Municipal Bond ETF worth $696K as of Q2 2026.
  • Physician Wealth Solutions sold 517 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $24.9K.
  • Dimensional National Municipal Bond ETF made up 0.26% of Physician Wealth Solutions's portfolio in Q2 2026, its #31 holding.
  • Physician Wealth Solutions first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Physician Wealth Solutions's Dimensional National Municipal Bond ETF position peaked at $1.33M in Q4 2023.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Physician Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.