Scratch Capital’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Scratch Capital’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	$3.41M	Sell	70,456 -3,050	-4%	-$147K	1.69%	12
2026 Q1	$3.52M	Buy	73,506 +14,849	+25%	+$720K	2.02%	11
2025 Q4	$2.83M	Buy	58,657 +5,017	+9%	+$242K	1.85%	12
2025 Q3	$2.57M	Buy	53,640 +33,845	+171%	+$1.61M	1.7%	13
2025 Q2	$939K	Sell	19,795 -4,724	-19%	-$223K	0.76%	18
2025 Q1	$1.17M	Buy	24,519 +1,402	+6%	+$67.1K	1.2%	15
2024 Q4	$1.1M	Buy	+23,117	New	+$1.11M	1.35%	14

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

Scratch Capital's DFNM Position: Q2 2026 in Review

Scratch Capital reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 4.1% in Q2 2026, selling an estimated $147K and leaving 70,456 shares worth $3.41M. The position accounts for 1.69% of the portfolio, ranked #12.

Scratch Capital first reported a position in DFNM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.52M in Q1 2026. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Scratch Capital held 70,456 shares of Dimensional National Municipal Bond ETF worth $3.41M as of Q2 2026.
Scratch Capital sold 3,050 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $147K.
Dimensional National Municipal Bond ETF made up 1.69% of Scratch Capital's portfolio in Q2 2026, its #12 holding.
Scratch Capital first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Scratch Capital's Dimensional National Municipal Bond ETF position peaked at $3.52M in Q1 2026.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Scratch Capital's 13F filing for Q2 2026, filed 30 Jul 2026.