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Vise Technologies’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Vise Technologies’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 		$3.76M Buy
77,713
+37,662
+94% +$1.82M 0.04% 350
2026
Q1 		$1.93M Hold
40,051
– – 0.04% 379
2025
Q4 		$1.93M Buy
40,051
+31,059
+345% +$1.5M 0.04% 380
2025
Q3 		$431K Buy
+8,992
New +$428K 0.02% 733

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 $7.88B AUM 10.78% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 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

Vise Technologies's DFNM Position: Q2 2026 in Review

Vise Technologies increased its Dimensional National Municipal Bond ETF (DFNM) stake by 94% in Q2 2026, buying an estimated $1.82M and bringing the position to 77,713 shares worth $3.76M. The position accounts for 0.04% of the portfolio, ranked #350.

Vise Technologies first reported a position in DFNM in Q3 2025 and has held it in 4 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Vise Technologies held 77,713 shares of Dimensional National Municipal Bond ETF worth $3.76M as of Q2 2026.
  • Vise Technologies bought 37,662 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $1.82M.
  • Dimensional National Municipal Bond ETF made up 0.04% of Vise Technologies's portfolio in Q2 2026, its #350 holding.
  • Vise Technologies first reported a position in Dimensional National Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.