ZF
DFNM icon

Zhang Financial’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Zhang Financial’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
Q1 		– Sell
-12,000
Closed -$578K – 372
2025
Q4 		$578K Buy
+12,000
New +$578K 0.02% 212

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TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
GM
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

Zhang Financial's DFNM Position: Q1 2026 in Review

Zhang Financial sold out of Dimensional National Municipal Bond ETF (DFNM) in Q1 2026, closing a stake of 12,000 shares — an estimated $578K sold.

Zhang Financial first reported a position in DFNM in Q4 2025 and held it in 1 quarter. The position peaked at $578K in Q4 2025. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Zhang Financial reported no remaining Dimensional National Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Zhang Financial sold 12,000 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $578K.
  • Zhang Financial first reported a position in Dimensional National Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • Zhang Financial's Dimensional National Municipal Bond ETF position peaked at $578K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.