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Vested Financial Planning’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Vested Financial Planning’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 		$11.8M Buy
245,079
+42,456
+21% +$2.05M 7.96% 4
2026
Q1 		$9.71M Sell
202,623
-1,701
-0.8% -$82.4K 7.4% 4
2025
Q4 		$9.84M Buy
204,324
+10,800
+6% +$520K 7.58% 4
2025
Q3 		$9.29M Buy
193,524
+7,756
+4% +$369K 7.53% 4
2025
Q2 		$8.81M Buy
185,768
+2,945
+2% +$139K 7.84% 4
2025
Q1 		$8.7M Sell
182,823
-3,980
-2% -$191K 8.69% 4
2024
Q4 		$8.92M Buy
+186,803
New +$8.99M 8.45% 4

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

Vested Financial Planning's DFNM Position: Q2 2026 in Review

Vested Financial Planning increased its Dimensional National Municipal Bond ETF (DFNM) stake by 21% in Q2 2026, buying an estimated $2.05M and bringing the position to 245,079 shares worth $11.8M. The position accounts for 7.96% of the portfolio, ranked #4.

Vested Financial Planning first reported a position in DFNM in Q4 2024 and has held it in 7 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Vested Financial Planning held 245,079 shares of Dimensional National Municipal Bond ETF worth $11.8M as of Q2 2026.
  • Vested Financial Planning bought 42,456 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $2.05M.
  • Dimensional National Municipal Bond ETF made up 7.96% of Vested Financial Planning's portfolio in Q2 2026, its #4 holding.
  • Vested Financial Planning first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Vested Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.