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Beta Wealth Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Beta Wealth Group’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 		$501K Buy
10,355
+1,042
+11% +$50.3K 0.19% 88
2026
Q1 		$446K Buy
9,313
+71
+0.8% +$3.44K 0.18% 86
2025
Q4 		$445K Buy
9,242
+174
+2% +$8.38K 0.18% 86
2025
Q3 		$435K Buy
9,068
+778
+9% +$37K 0.17% 96
2025
Q2 		$393K Sell
8,290
-678
-8% -$32K 0.14% 83
2025
Q1 		$427K Sell
8,968
-621
-6% -$29.7K 0.15% 76
2024
Q4 		$458K Buy
9,589
+493
+5% +$23.7K 0.2% 80
2024
Q3 		$442K Buy
9,096
+183
+2% +$8.82K 0.2% 79
2024
Q2 		$426K Buy
8,913
+404
+5% +$19.3K 0.2% 79
2024
Q1 		$409K Buy
8,509
+945
+12% +$45.6K 0.2% 80
2023
Q4 		$367K Sell
7,564
-219
-3% -$10.3K 0.19% 80
2023
Q3 		$362K Sell
7,783
-462
-6% -$21.9K 0.21% 78
2023
Q2 		$393K Buy
8,245
+50
+0.6% +$2.39K 0.23% 73
2023
Q1 		$396K Buy
+8,195
New +$394K 0.23% 67

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

Beta Wealth Group's DFNM Position: Q2 2026 in Review

Beta Wealth Group increased its Dimensional National Municipal Bond ETF (DFNM) stake by 11% in Q2 2026, buying an estimated $50.3K and bringing the position to 10,355 shares worth $501K. The position accounts for 0.19% of the portfolio, ranked #88.

Beta Wealth Group first reported a position in DFNM in Q1 2023 and has held it in 14 quarters since. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Beta Wealth Group held 10,355 shares of Dimensional National Municipal Bond ETF worth $501K as of Q2 2026.
  • Beta Wealth Group bought 1,042 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $50.3K.
  • Dimensional National Municipal Bond ETF made up 0.19% of Beta Wealth Group's portfolio in Q2 2026, its #88 holding.
  • Beta Wealth Group first reported a position in Dimensional National Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.