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Copper Harbor Investment Advisors, LLC’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Copper Harbor Investment Advisors, LLC’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 		$513K Buy
+10,622
New +$512K 0.11% 68

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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
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
MW
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
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

Copper Harbor Investment Advisors, LLC's DFNM Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in Dimensional National Municipal Bond ETF (DFNM) in Q2 2026: 10,622 shares worth $513K. The stake represents 0.11% of the portfolio and ranks #68 among its holdings.

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

  • Copper Harbor Investment Advisors, LLC held 10,622 shares of Dimensional National Municipal Bond ETF worth $513K as of Q2 2026.
  • Dimensional National Municipal Bond ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • Dimensional National Municipal Bond ETF made up 0.11% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #68 holding.
  • 103 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.