Beaird Harris Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Beaird Harris 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	$38.5M	Buy	796,384 +681	+0.1%	+$32.8K	2.41%	16
2026 Q1	$38.1M	Sell	795,703 -52,157	-6%	-$2.53M	2.59%	14
2025 Q4	$40.8M	Buy	847,860 +11,530	+1%	+$556K	2.81%	14
2025 Q3	$40.1M	Buy	836,330 +14,342	+2%	+$682K	2.84%	14
2025 Q2	$39M	Buy	821,988 +18,918	+2%	+$894K	3.02%	14
2025 Q1	$38.2M	Sell	803,070 -16,052	-2%	-$769K	3.25%	12
2024 Q4	$39.1M	Sell	819,122 -34,032	-4%	-$1.64M	3.38%	11
2024 Q3	$41.4M	Buy	853,154 +5,553	+0.7%	+$268K	3.62%	10
2024 Q2	$40.5M	Buy	847,601 +6,410	+0.8%	+$306K	3.81%	7
2024 Q1	$40.5M	Sell	841,191 -13,214	-2%	-$638K	3.94%	10
2023 Q4	$41.4M	Sell	854,405 -265,873	-24%	-$12.6M	4.35%	7
2023 Q3	$52.1M	Sell	1,120,278 -125,184	-10%	-$5.92M	6.23%	3
2023 Q2	$59.3M	Buy	+1,245,462	New	+$59.6M	7.1%	3

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

GLLW

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

YWM

Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return

DWM

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

WFA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

5NPW

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

Beaird Harris Wealth Management's DFNM Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 0.09% in Q2 2026, buying an estimated $32.8K and bringing the position to 796,384 shares worth $38.5M. The position accounts for 2.41% of the portfolio, ranked #16.

Beaird Harris Wealth Management first reported a position in DFNM in Q2 2023 and has held it in 13 quarters since. The position peaked at $59.3M in Q2 2023. 58 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Beaird Harris Wealth Management held 796,384 shares of Dimensional National Municipal Bond ETF worth $38.5M as of Q2 2026.
Beaird Harris Wealth Management bought 681 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $32.8K.
Dimensional National Municipal Bond ETF made up 2.41% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #16 holding.
Beaird Harris Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q2 2023 and has held it in 13 quarters since.
Beaird Harris Wealth Management's Dimensional National Municipal Bond ETF position peaked at $59.3M in Q2 2023.
58 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.