Summit Wealth Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Summit Wealth Group’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	$2.99M	Sell	61,832 -2,960	-5%	-$143K	0.61%	34
2026 Q1	$3.11M	Sell	64,792 -27	-0%	-$1.31K	0.71%	32
2025 Q4	$3.12M	Sell	64,819 -253	-0.4%	-$12.2K	0.73%	32
2025 Q3	$3.12M	Sell	65,072 -99	-0.2%	-$4.71K	0.76%	31
2025 Q2	$3.09M	Buy	65,171 +60,110	+1,188%	+$2.84M	0.79%	30
2025 Q1	$241K	Buy	+5,061	New	+$242K	0.07%	92

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

Summit Wealth Group's DFNM Position: Q2 2026 in Review

Summit Wealth Group reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 4.6% in Q2 2026, selling an estimated $143K and leaving 61,832 shares worth $2.99M. The position accounts for 0.61% of the portfolio, ranked #34.

Summit Wealth Group first reported a position in DFNM in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.12M in Q4 2025. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Summit Wealth Group held 61,832 shares of Dimensional National Municipal Bond ETF worth $2.99M as of Q2 2026.
Summit Wealth Group sold 2,960 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $143K.
Dimensional National Municipal Bond ETF made up 0.61% of Summit Wealth Group's portfolio in Q2 2026, its #34 holding.
Summit Wealth Group first reported a position in Dimensional National Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
Summit Wealth Group's Dimensional National Municipal Bond ETF position peaked at $3.12M in Q4 2025.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.