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 Q3	$7.35M	Buy	159,726 +21,405	+15%	+$1.02M	1.95%	11
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

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

United Wealth Management's DFNM Position: Q3 2026 in Review

United Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 15% in Q3 2026, buying an estimated $1.02M and bringing the position to 159,726 shares worth $7.35M. The position accounts for 1.95% of the portfolio, ranked #11.

United Wealth Management first reported a position in DFNM in Q4 2024 and has held it in 8 quarters since. 209 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

United Wealth Management held 159,726 shares of Dimensional National Municipal Bond ETF worth $7.35M as of Q3 2026.
United Wealth Management bought 21,405 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $1.02M.
Dimensional National Municipal Bond ETF made up 1.95% of United Wealth Management's portfolio in Q3 2026, its #11 holding.
United Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 8 quarters since.
209 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on United Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.