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 Q3	$2.24M	Buy	48,690 +5,604	+13%	+$266K	0.24%	87
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

OFI

Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

XY Planning Network's DFNM Position: Q3 2026 in Review

XY Planning Network increased its Dimensional National Municipal Bond ETF (DFNM) stake by 13% in Q3 2026, buying an estimated $266K and bringing the position to 48,690 shares worth $2.24M. The position accounts for 0.24% of the portfolio, ranked #87.

XY Planning Network first reported a position in DFNM in Q4 2024 and has held it in 8 quarters since. 30 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

XY Planning Network held 48,690 shares of Dimensional National Municipal Bond ETF worth $2.24M as of Q3 2026.
XY Planning Network bought 5,604 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $266K.
Dimensional National Municipal Bond ETF made up 0.24% of XY Planning Network's portfolio in Q3 2026, its #87 holding.
XY Planning Network first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 8 quarters since.
30 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.