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

Verus Financial 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	$5.24M	Buy	108,310 +12,525	+13%	+$604K	0.45%	21
2026 Q1	$4.63M	Buy	95,785 +2,279	+2%	+$110K	0.42%	21
2025 Q4	$4.53M	Buy	93,506 +2,645	+3%	+$127K	0.42%	22
2025 Q3	$4.36M	Sell	90,861 -3,141	-3%	-$149K	0.42%	20
2025 Q2	$4.46M	Buy	94,002 +9,214	+11%	+$435K	0.45%	20
2025 Q1	$3.99M	Buy	84,788 +4,096	+5%	+$196K	0.45%	19
2024 Q4	$3.85M	Buy	80,692 +1,278	+2%	+$61.5K	0.43%	19
2024 Q3	$3.86M	Buy	79,414 +1,417	+2%	+$68.3K	0.42%	19
2024 Q2	$3.73M	Buy	77,997 +786	+1%	+$37.6K	0.43%	19
2024 Q1	$3.71M	Buy	77,211 +3,637	+5%	+$176K	0.43%	19
2023 Q4	$3.54M	Buy	73,574 +3,603	+5%	+$170K	0.44%	19
2023 Q3	$3.26M	Buy	69,971 +13,999	+25%	+$662K	0.43%	20
2023 Q2	$2.67M	Buy	55,972 +10,204	+22%	+$488K	0.34%	21
2023 Q1	$2.2M	Buy	+45,768	New	+$2.2M	0.3%	26

Other funds holding DFNM

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Verus Financial Partners increased its Dimensional National Municipal Bond ETF (DFNM) stake by 13% in Q2 2026, buying an estimated $604K and bringing the position to 108,310 shares worth $5.24M. The position accounts for 0.45% of the portfolio, ranked #21.

Verus Financial Partners first reported a position in DFNM in Q1 2023 and has held it in 14 quarters since. 166 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Verus Financial Partners held 108,310 shares of Dimensional National Municipal Bond ETF worth $5.24M as of Q2 2026.
Verus Financial Partners bought 12,525 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $604K.
Dimensional National Municipal Bond ETF made up 0.45% of Verus Financial Partners's portfolio in Q2 2026, its #21 holding.
Verus Financial Partners first reported a position in Dimensional National Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
166 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.