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

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

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return