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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
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GM
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

Vestia Personal Wealth Advisors's DFNM Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 7.8% in Q1 2026, buying an estimated $521K and bringing the position to 147,771 shares worth $7.08M. The position accounts for 3.33% of the portfolio, ranked #9.

Vestia Personal Wealth Advisors first reported a position in DFNM in Q2 2024 and has held it in 8 quarters since. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Vestia Personal Wealth Advisors held 147,771 shares of Dimensional National Municipal Bond ETF worth $7.08M as of Q1 2026.
  • Vestia Personal Wealth Advisors bought 10,748 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $521K.
  • Dimensional National Municipal Bond ETF made up 3.33% of Vestia Personal Wealth Advisors's portfolio in Q1 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 8 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.