Vestia Personal Wealth Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Vestia Personal Wealth Advisors’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	$8.62M	Buy	178,237 +30,466	+21%	+$1.47M	3.36%	9
2026 Q1	$7.08M	Buy	147,771 +10,748	+8%	+$521K	3.33%	9
2025 Q4	$6.63M	Buy	137,023 +11,219	+9%	+$541K	3.37%	8
2025 Q3	$6.04M	Buy	125,804 +10,147	+9%	+$483K	3.5%	8
2025 Q2	$5.49M	Sell	115,657 -5,756	-5%	-$272K	3.76%	8
2025 Q1	$5.78M	Buy	121,413 +5,422	+5%	+$260K	4.57%	6
2024 Q4	$5.54M	Buy	115,991 +53,801	+87%	+$2.59M	4.56%	6
2024 Q3	$3.02M	Buy	62,190 +9,995	+19%	+$482K	2.84%	9
2024 Q2	$2.49M	Buy	+52,195	New	+$2.49M	2.66%	10

Other funds holding DFNM

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Vestia Personal Wealth Advisors's DFNM Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 21% in Q2 2026, buying an estimated $1.47M and bringing the position to 178,237 shares worth $8.62M. The position accounts for 3.36% of the portfolio, ranked #9.

Vestia Personal Wealth Advisors first reported a position in DFNM in Q2 2024 and has held it in 9 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Vestia Personal Wealth Advisors held 178,237 shares of Dimensional National Municipal Bond ETF worth $8.62M as of Q2 2026.
Vestia Personal Wealth Advisors bought 30,466 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $1.47M.
Dimensional National Municipal Bond ETF made up 3.36% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Vestia Personal Wealth Advisors first reported a position in Dimensional National Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.