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Verus Capital Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Verus Capital Partners’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 		$294K Buy
6,073
+168
+3% +$8.1K 0.02% 392
2026
Q1 		$283K Buy
5,905
+182
+3% +$8.82K 0.02% 366
2025
Q4 		$276K Buy
5,723
+179
+3% +$8.63K 0.02% 367
2025
Q3 		$266K Buy
+5,544
New +$264K 0.02% 342
2025
Q2 		– Sell
-5,477
Closed -$261K – 384
2025
Q1 		$261K Buy
+5,477
New +$262K 0.03% 301

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

Verus Capital Partners's DFNM Position: Q2 2026 in Review

Verus Capital Partners increased its Dimensional National Municipal Bond ETF (DFNM) stake by 2.8% in Q2 2026, buying an estimated $8.1K and bringing the position to 6,073 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #392.

Verus Capital Partners first reported a position in DFNM in Q1 2025 and has held it in 5 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Verus Capital Partners held 6,073 shares of Dimensional National Municipal Bond ETF worth $294K as of Q2 2026.
  • Verus Capital Partners bought 168 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $8.1K.
  • Dimensional National Municipal Bond ETF made up 0.02% of Verus Capital Partners's portfolio in Q2 2026, its #392 holding.
  • Verus Capital Partners first reported a position in Dimensional National Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.