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

Vermillion 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 		$3.56M Buy
73,634
+4,552
+7% +$220K 0.83% 22
2026
Q1 		$3.31M Buy
69,082
+2,811
+4% +$136K 1.3% 14
2025
Q4 		$3.19M Sell
66,271
-10,727
-14% -$517K 1.3% 14
2025
Q3 		$3.69M Buy
76,998
+1,122
+1% +$53.4K 1% 21
2025
Q2 		$3.6M Buy
75,876
+6,085
+9% +$288K 1.72% 12
2025
Q1 		$3.32M Sell
69,791
-10,763
-13% -$515K 0.97% 26
2024
Q4 		$3.85M Buy
+80,554
New +$3.88M 1.97% 12

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

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

Vermillion Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 6.6% in Q2 2026, buying an estimated $220K and bringing the position to 73,634 shares worth $3.56M. The position accounts for 0.83% of the portfolio, ranked #22.

Vermillion Wealth Management first reported a position in DFNM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.85M in Q4 2024. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Vermillion Wealth Management held 73,634 shares of Dimensional National Municipal Bond ETF worth $3.56M as of Q2 2026.
  • Vermillion Wealth Management bought 4,552 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $220K.
  • Dimensional National Municipal Bond ETF made up 0.83% of Vermillion Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Vermillion Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's Dimensional National Municipal Bond ETF position peaked at $3.85M in Q4 2024.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.