XY Planning Network’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

XY Planning Network’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	$2.08M	Buy	43,086 +10,380	+32%	+$501K	0.26%	88
2026 Q1	$1.57M	Buy	32,706 +2,070	+7%	+$100K	0.25%	92
2025 Q4	$1.48M	Buy	30,636 +12,962	+73%	+$625K	0.26%	97
2025 Q3	$838K	Hold	17,674	–	–	0.29%	79
2025 Q2	$838K	Buy	17,674 +7,544	+74%	+$356K	0.29%	79
2025 Q1	$482K	Buy	10,130 +1,515	+18%	+$72.5K	0.32%	64
2024 Q4	$412K	Buy	+8,615	New	+$415K	0.31%	62

Other funds holding DFNM

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

XY Planning Network's DFNM Position: Q2 2026 in Review

XY Planning Network increased its Dimensional National Municipal Bond ETF (DFNM) stake by 32% in Q2 2026, buying an estimated $501K and bringing the position to 43,086 shares worth $2.08M. The position accounts for 0.26% of the portfolio, ranked #88.

XY Planning Network first reported a position in DFNM in Q4 2024 and has held it in 7 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

XY Planning Network held 43,086 shares of Dimensional National Municipal Bond ETF worth $2.08M as of Q2 2026.
XY Planning Network bought 10,380 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $501K.
Dimensional National Municipal Bond ETF made up 0.26% of XY Planning Network's portfolio in Q2 2026, its #88 holding.
XY Planning Network first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.