ALWM
DFNM icon

Andrews Lucia Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Andrews Lucia Wealth Management’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 		$521K Buy
+10,779
New +$520K 0.27% 28

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

Andrews Lucia Wealth Management's DFNM Position: Q2 2026 in Review

Andrews Lucia Wealth Management opened a new position in Dimensional National Municipal Bond ETF (DFNM) in Q2 2026: 10,779 shares worth $521K. The stake represents 0.27% of the portfolio and ranks #28 among its holdings.

293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Andrews Lucia Wealth Management held 10,779 shares of Dimensional National Municipal Bond ETF worth $521K as of Q2 2026.
  • Dimensional National Municipal Bond ETF was a new Andrews Lucia Wealth Management position in Q2 2026.
  • Dimensional National Municipal Bond ETF made up 0.27% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #28 holding.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.