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

Vestment Financial’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	$17M	Buy	351,964 +31,426	+10%	+$1.52M	7.61%	5
2026 Q1	$15.5M	Buy	320,538 +35,938	+13%	+$1.74M	7.31%	5
2025 Q4	$13.8M	Buy	284,600 +30,744	+12%	+$1.48M	7.15%	5
2025 Q3	$12.2M	Buy	253,856 +25,949	+11%	+$1.23M	6.95%	5
2025 Q2	$10.8M	Buy	227,907 +23,322	+11%	+$1.1M	6.86%	4
2025 Q1	$9.75M	Buy	204,585 +19,622	+11%	+$940K	7%	4
2024 Q4	$8.84M	Buy	+184,963	New	+$8.9M	6.76%	4

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

Vestment Financial's DFNM Position: Q2 2026 in Review

Vestment Financial increased its Dimensional National Municipal Bond ETF (DFNM) stake by 9.8% in Q2 2026, buying an estimated $1.52M and bringing the position to 351,964 shares worth $17M. The position accounts for 7.61% of the portfolio, ranked #5.

Vestment Financial first reported a position in DFNM in Q4 2024 and has held it in 7 quarters since. 151 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Vestment Financial held 351,964 shares of Dimensional National Municipal Bond ETF worth $17M as of Q2 2026.
Vestment Financial bought 31,426 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $1.52M.
Dimensional National Municipal Bond ETF made up 7.61% of Vestment Financial's portfolio in Q2 2026, its #5 holding.
Vestment Financial first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
151 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Vestment Financial's 13F filing for Q2 2026, filed 24 Jul 2026.