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

SpringVest 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	$650K	Buy	13,458 +2,084	+18%	+$101K	0.41%	39
2026 Q1	$545K	Hold	11,374	–	–	0.37%	40
2025 Q4	$548K	Hold	11,374	–	–	0.38%	39
2025 Q3	$546K	Hold	11,374	–	–	0.4%	41
2025 Q2	$539K	Hold	11,374	–	–	0.44%	35
2025 Q1	$541K	Hold	11,374	–	–	0.45%	34
2024 Q4	$543K	Buy	+11,374	New	+$547K	0.47%	33

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

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

SpringVest Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 18% in Q2 2026, buying an estimated $101K and bringing the position to 13,458 shares worth $650K. The position accounts for 0.41% of the portfolio, ranked #39.

SpringVest Wealth Management first reported a position in DFNM in Q4 2024 and has held it in 7 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

SpringVest Wealth Management held 13,458 shares of Dimensional National Municipal Bond ETF worth $650K as of Q2 2026.
SpringVest Wealth Management bought 2,084 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $101K.
Dimensional National Municipal Bond ETF made up 0.41% of SpringVest Wealth Management's portfolio in Q2 2026, its #39 holding.
SpringVest Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.