Beckerman Institutional’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Beckerman Institutional’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	$420K	Sell	8,698 -807	-8%	-$38.9K	0.2%	97
2026 Q1	$456K	Buy	9,505 +639	+7%	+$31K	0.24%	86
2025 Q4	$427K	Sell	8,866 -21	-0.2%	-$1.01K	0.24%	86
2025 Q3	$426K	Sell	8,887 -170	-2%	-$8.09K	0.25%	80
2025 Q2	$430K	Buy	9,057 +201	+2%	+$9.5K	0.29%	73
2025 Q1	$421K	Buy	8,856 +45	+0.5%	+$2.15K	0.3%	75
2024 Q4	$421K	Buy	8,811 +1,747	+25%	+$84.1K	0.34%	71
2024 Q3	$343K	Buy	+7,064	New	+$341K	0.29%	76

Other funds holding DFNM

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Beckerman Institutional's DFNM Position: Q2 2026 in Review

Beckerman Institutional reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 8.5% in Q2 2026, selling an estimated $38.9K and leaving 8,698 shares worth $420K. The position accounts for 0.2% of the portfolio, ranked #97.

Beckerman Institutional first reported a position in DFNM in Q3 2024 and has held it in 8 quarters since. The position peaked at $456K in Q1 2026. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Beckerman Institutional held 8,698 shares of Dimensional National Municipal Bond ETF worth $420K as of Q2 2026.
Beckerman Institutional sold 807 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $38.9K.
Dimensional National Municipal Bond ETF made up 0.2% of Beckerman Institutional's portfolio in Q2 2026, its #97 holding.
Beckerman Institutional first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
Beckerman Institutional's Dimensional National Municipal Bond ETF position peaked at $456K in Q1 2026.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.