UWM
DFNM icon

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

United 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 		$6.69M Buy
138,321
+5,052
+4% +$244K 1.5% 15
2026
Q1 		$6.39M Buy
133,269
+4,491
+3% +$218K 1.59% 13
2025
Q4 		$6.2M Buy
128,778
+4,285
+3% +$206K 1.6% 13
2025
Q3 		$5.97M Buy
124,493
+16,868
+16% +$802K 1.63% 13
2025
Q2 		$5.1M Buy
107,625
+7,911
+8% +$374K 1.48% 13
2025
Q1 		$4.74M Buy
99,714
+3,443
+4% +$165K 1.49% 13
2024
Q4 		$4.6M Buy
+96,271
New +$4.63M 1.55% 13

Other funds holding DFNM

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
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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

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

United Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 3.8% in Q2 2026, buying an estimated $244K and bringing the position to 138,321 shares worth $6.69M. The position accounts for 1.5% of the portfolio, ranked #15.

United Wealth Management first reported a position in DFNM in Q4 2024 and has held it in 7 quarters since. 202 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • United Wealth Management held 138,321 shares of Dimensional National Municipal Bond ETF worth $6.69M as of Q2 2026.
  • United Wealth Management bought 5,052 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $244K.
  • Dimensional National Municipal Bond ETF made up 1.5% of United Wealth Management's portfolio in Q2 2026, its #15 holding.
  • United Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 202 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on United Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.