SFP
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SwitchPoint Financial Planning’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

SwitchPoint Financial Planning’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 		$1.77M Sell
36,592
-4,338
-11% -$209K 1.02% 23
2026
Q1 		$1.96M Buy
40,930
+1,627
+4% +$78.8K 1.33% 21
2025
Q4 		$1.89M Buy
39,303
+2,532
+7% +$122K 1.33% 20
2025
Q3 		$1.76M Buy
36,771
+2,646
+8% +$126K 1.28% 21
2025
Q2 		$1.62M Sell
34,125
-4,195
-11% -$198K 1.33% 21
2025
Q1 		$1.82M Sell
38,320
-4,921
-11% -$236K 1.73% 16
2024
Q4 		$2.07M Buy
+43,241
New +$2.08M 1.98% 13

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

SwitchPoint Financial Planning's DFNM Position: Q2 2026 in Review

SwitchPoint Financial Planning reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 11% in Q2 2026, selling an estimated $209K and leaving 36,592 shares worth $1.77M. The position accounts for 1.02% of the portfolio, ranked #23.

SwitchPoint Financial Planning first reported a position in DFNM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.07M in Q4 2024. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • SwitchPoint Financial Planning held 36,592 shares of Dimensional National Municipal Bond ETF worth $1.77M as of Q2 2026.
  • SwitchPoint Financial Planning sold 4,338 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $209K.
  • Dimensional National Municipal Bond ETF made up 1.02% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #23 holding.
  • SwitchPoint Financial Planning first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • SwitchPoint Financial Planning's Dimensional National Municipal Bond ETF position peaked at $2.07M in Q4 2024.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.