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RCS Financial Planning’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

RCS Financial Planning’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
Q1 		– Sell
-9,543
Closed -$460K – 101
2025
Q4 		$460K Buy
9,543
+319
+3% +$15.4K 0.2% 70
2025
Q3 		$443K Buy
9,224
+769
+9% +$36.6K 0.2% 68
2025
Q2 		$401K Buy
8,455
+556
+7% +$26.3K 0.2% 60
2025
Q1 		$376K Sell
7,899
-869
-10% -$41.6K 0.2% 62
2024
Q4 		$419K Buy
8,768
+117
+1% +$5.63K 0.22% 59
2024
Q3 		$420K Buy
8,651
+409
+5% +$19.7K 0.23% 51
2024
Q2 		$394K Buy
8,242
+88
+1% +$4.2K 0.23% 58
2024
Q1 		$392K Buy
8,154
+458
+6% +$22.1K 0.24% 57
2023
Q4 		$373K Buy
7,696
+654
+9% +$30.9K 0.24% 53
2023
Q3 		$327K Buy
+7,042
New +$333K 0.25% 51

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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

RCS Financial Planning's DFNM Position: Q1 2026 in Review

RCS Financial Planning sold out of Dimensional National Municipal Bond ETF (DFNM) in Q1 2026, closing a stake of 9,543 shares — an estimated $460K sold.

RCS Financial Planning first reported a position in DFNM in Q3 2023 and held it in 10 quarters. The position peaked at $460K in Q4 2025. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • RCS Financial Planning reported no remaining Dimensional National Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • RCS Financial Planning sold 9,543 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $460K.
  • RCS Financial Planning first reported a position in Dimensional National Municipal Bond ETF in Q3 2023 and held it in 10 quarters.
  • RCS Financial Planning's Dimensional National Municipal Bond ETF position peaked at $460K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.