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Ponta Wealth Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Ponta Wealth Partners’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 		$875K Sell
18,094
-336
-2% -$16.2K 0.47% 51
2026
Q1 		$883K Buy
18,430
+10,603
+135% +$514K 0.71% 35
2025
Q4 		$377K Buy
+7,827
New +$377K 0.35% 70

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FPAS
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AC
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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
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Ponta Wealth Partners's DFNM Position: Q2 2026 in Review

Ponta Wealth Partners reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 1.8% in Q2 2026, selling an estimated $16.2K and leaving 18,094 shares worth $875K. The position accounts for 0.47% of the portfolio, ranked #51.

Ponta Wealth Partners first reported a position in DFNM in Q4 2025 and has held it in 3 quarters since. The position peaked at $883K in Q1 2026. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Ponta Wealth Partners held 18,094 shares of Dimensional National Municipal Bond ETF worth $875K as of Q2 2026.
  • Ponta Wealth Partners sold 336 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $16.2K.
  • Dimensional National Municipal Bond ETF made up 0.47% of Ponta Wealth Partners's portfolio in Q2 2026, its #51 holding.
  • Ponta Wealth Partners first reported a position in Dimensional National Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Ponta Wealth Partners's Dimensional National Municipal Bond ETF position peaked at $883K in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Ponta Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.