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Cogent Strategic Wealth’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Cogent Strategic Wealth’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 		$928K Buy
19,198
+3,521
+22% +$170K 0.88% 24
2026
Q1 		$751K Buy
15,677
+4,274
+37% +$207K 0.77% 25
2025
Q4 		$552K Buy
+11,403
New +$549K 0.6% 25

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

Cogent Strategic Wealth's DFNM Position: Q2 2026 in Review

Cogent Strategic Wealth increased its Dimensional National Municipal Bond ETF (DFNM) stake by 22% in Q2 2026, buying an estimated $170K and bringing the position to 19,198 shares worth $928K. The position accounts for 0.88% of the portfolio, ranked #24.

Cogent Strategic Wealth first reported a position in DFNM in Q4 2025 and has held it in 3 quarters since. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Cogent Strategic Wealth held 19,198 shares of Dimensional National Municipal Bond ETF worth $928K as of Q2 2026.
  • Cogent Strategic Wealth bought 3,521 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $170K.
  • Dimensional National Municipal Bond ETF made up 0.88% of Cogent Strategic Wealth's portfolio in Q2 2026, its #24 holding.
  • Cogent Strategic Wealth first reported a position in Dimensional National Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Cogent Strategic Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.