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

Platform 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 		$2.76M Buy
+57,058
New +$2.75M 1.01% 25
2025
Q4 		$1.38M Buy
+28,589
New +$1.38M 0.37% 35

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

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

Platform Wealth Management opened a new position in Dimensional National Municipal Bond ETF (DFNM) in Q2 2026: 57,058 shares worth $2.76M. The stake represents 1.01% of the portfolio and ranks #25 among its holdings. This is a return to the name: Platform Wealth Management previously reported a position in DFNM as recently as Q4 2025.

Platform Wealth Management first reported a position in DFNM in Q4 2025 and has held it in 2 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Platform Wealth Management held 57,058 shares of Dimensional National Municipal Bond ETF worth $2.76M as of Q2 2026.
  • Dimensional National Municipal Bond ETF was a new Platform Wealth Management position in Q2 2026.
  • Dimensional National Municipal Bond ETF made up 1.01% of Platform Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Platform Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Platform Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.