RW Investment Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

RW Investment 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	$7.94M	Sell	164,205 -1,657	-1%	-$79.9K	0.7%	14
2026 Q1	$7.95M	Buy	+165,862	New	+$8.04M	0.77%	11
2025 Q3	$3.59M	Sell	74,924 -1,315	-2%	-$62.5K	0.37%	17
2025 Q2	$3.62M	Sell	76,239 -5,999	-7%	-$283K	0.4%	17
2025 Q1	$3.91M	Sell	82,238 -54	-0.1%	-$2.59K	0.48%	17
2024 Q4	$3.93M	Sell	82,292 -6,004	-7%	-$289K	0.48%	17
2024 Q3	$4.29M	Sell	88,296 -4,920	-5%	-$237K	0.53%	13
2024 Q2	$4.45M	Buy	93,216 +1,171	+1%	+$55.9K	0.6%	12
2024 Q1	$4.43M	Buy	92,045 +550	+0.6%	+$26.5K	0.62%	12
2023 Q4	$4.44M	Sell	91,495 -6,966	-7%	-$329K	0.68%	12
2023 Q3	$4.58M	Buy	98,461 +372	+0.4%	+$17.6K	0.83%	11
2023 Q2	$4.67M	Sell	98,089 -3,742	-4%	-$179K	0.97%	10
2023 Q1	$4.92M	Buy	101,831 +11,493	+13%	+$553K	1.37%	10
2022 Q4	$4.32M	Buy	+90,338	New	+$4.27M	1.7%	10

Other funds holding DFNM

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

RW Investment Management's DFNM Position: Q2 2026 in Review

RW Investment Management reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 1% in Q2 2026, selling an estimated $79.9K and leaving 164,205 shares worth $7.94M. The position accounts for 0.7% of the portfolio, ranked #14.

RW Investment Management first reported a position in DFNM in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.95M in Q1 2026. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

RW Investment Management held 164,205 shares of Dimensional National Municipal Bond ETF worth $7.94M as of Q2 2026.
RW Investment Management sold 1,657 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $79.9K.
Dimensional National Municipal Bond ETF made up 0.7% of RW Investment Management's portfolio in Q2 2026, its #14 holding.
RW Investment Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
RW Investment Management's Dimensional National Municipal Bond ETF position peaked at $7.95M in Q1 2026.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.