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

Squire Investment Management Company’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 		$384K Buy
7,949
+1,730
+28% +$83.4K 0.09% 65
2026
Q1 		$298K Buy
6,219
+875
+16% +$42.4K 0.08% 64
2025
Q4 		$257K Buy
+5,344
New +$257K 0.08% 65

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TI
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
RK
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
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Squire Investment Management Company's DFNM Position: Q2 2026 in Review

Squire Investment Management Company increased its Dimensional National Municipal Bond ETF (DFNM) stake by 28% in Q2 2026, buying an estimated $83.4K and bringing the position to 7,949 shares worth $384K. The position accounts for 0.09% of the portfolio, ranked #65.

Squire Investment Management Company first reported a position in DFNM in Q4 2025 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Squire Investment Management Company held 7,949 shares of Dimensional National Municipal Bond ETF worth $384K as of Q2 2026.
  • Squire Investment Management Company bought 1,730 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $83.4K.
  • Dimensional National Municipal Bond ETF made up 0.09% of Squire Investment Management Company's portfolio in Q2 2026, its #65 holding.
  • Squire Investment Management Company first reported a position in Dimensional National Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 244 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.