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DFNM icon

WPWealth’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

WPWealth’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 		$1.47M Buy
30,480
+2,052
+7% +$99K 0.22% 30
2026
Q1 		$1.36M Buy
28,428
+2,217
+8% +$107K 0.21% 33
2025
Q4 		$1.26M Buy
26,211
+1,891
+8% +$91.1K 0.2% 37
2025
Q3 		$1.17M Buy
24,320
+3,290
+16% +$156K 0.19% 39
2025
Q2 		$997K Buy
21,030
+1,945
+10% +$91.9K 0.18% 42
2025
Q1 		$908K Sell
19,085
-432
-2% -$20.7K 0.18% 40
2024
Q4 		$932K Sell
19,517
-2,685
-12% -$129K 0.19% 37
2024
Q3 		$1.08M Sell
22,202
-339
-2% -$16.3K 0.22% 31
2024
Q2 		$1.08M Buy
22,541
+11,607
+106% +$555K 0.26% 27
2024
Q1 		$526K Sell
10,934
-455
-4% -$22K 0.14% 39
2023
Q4 		$552K Sell
11,389
-437
-4% -$20.6K 0.17% 35
2023
Q3 		$550K Sell
11,826
-272
-2% -$12.9K 0.21% 31
2023
Q2 		$576K Sell
12,098
-133
-1% -$6.36K 0.25% 32
2023
Q1 		$591K Buy
12,231
+6,223
+104% +$299K 0.27% 28
2022
Q4 		$287K Buy
+6,008
New +$284K 0.15% 31

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 $7.08B AUM 17.38% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 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

WPWealth's DFNM Position: Q2 2026 in Review

WPWealth increased its Dimensional National Municipal Bond ETF (DFNM) stake by 7.2% in Q2 2026, buying an estimated $99K and bringing the position to 30,480 shares worth $1.47M. The position accounts for 0.22% of the portfolio, ranked #30.

WPWealth first reported a position in DFNM in Q4 2022 and has held it in 15 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • WPWealth held 30,480 shares of Dimensional National Municipal Bond ETF worth $1.47M as of Q2 2026.
  • WPWealth bought 2,052 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $99K.
  • Dimensional National Municipal Bond ETF made up 0.22% of WPWealth's portfolio in Q2 2026, its #30 holding.
  • WPWealth first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.