SWM
DFNM icon

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
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 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 $1.75B AUM 15.4% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 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

SpringVest Wealth Management's DFNM Position: Q1 2026 in Review

SpringVest Wealth Management held its Dimensional National Municipal Bond ETF (DFNM) position steady in Q1 2026 at 11,374 shares worth $545K. The position accounts for 0.37% of the portfolio, ranked #40.

SpringVest Wealth Management first reported a position in DFNM in Q4 2024 and has held it in 6 quarters since. The position peaked at $548K in Q4 2025. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • SpringVest Wealth Management held 11,374 shares of Dimensional National Municipal Bond ETF worth $545K as of Q1 2026.
  • SpringVest Wealth Management left its Dimensional National Municipal Bond ETF share count unchanged in Q1 2026.
  • Dimensional National Municipal Bond ETF made up 0.37% of SpringVest Wealth Management's portfolio in Q1 2026, its #40 holding.
  • SpringVest Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • SpringVest Wealth Management's Dimensional National Municipal Bond ETF position peaked at $548K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on SpringVest Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.