Warburton Capital Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Warburton Capital Management’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	$2.13M	Buy	44,170 +801	+2%	+$38.6K	0.87%	13
2026 Q1	$2.09M	Buy	43,369 +314	+0.7%	+$15.2K	1.02%	11
2025 Q4	$2.07M	Buy	43,055 +20,314	+89%	+$979K	1.17%	12
2025 Q3	$1.09M	Buy	22,741 +537	+2%	+$25.5K	0.66%	15
2025 Q2	$1.05M	Buy	22,204 +12,594	+131%	+$595K	0.62%	16
2025 Q1	$457K	Sell	9,610 -261	-3%	-$12.5K	0.33%	23
2024 Q4	$471K	Buy	+9,871	New	+$475K	0.35%	19

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

Warburton Capital Management's DFNM Position: Q2 2026 in Review

Warburton Capital Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 1.8% in Q2 2026, buying an estimated $38.6K and bringing the position to 44,170 shares worth $2.13M. The position accounts for 0.87% of the portfolio, ranked #13.

Warburton Capital Management first reported a position in DFNM in Q4 2024 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Warburton Capital Management held 44,170 shares of Dimensional National Municipal Bond ETF worth $2.13M as of Q2 2026.
Warburton Capital Management bought 801 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $38.6K.
Dimensional National Municipal Bond ETF made up 0.87% of Warburton Capital Management's portfolio in Q2 2026, its #13 holding.
Warburton Capital Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
181 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.