CogentBlue Wealth Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

CogentBlue Wealth Advisors’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	$1.26M	Buy	25,982 +2,273	+10%	+$110K	0.72%	23
2026 Q1	$1.14M	Sell	23,709 -216	-0.9%	-$10.5K	0.76%	24
2025 Q4	$1.15M	Sell	23,925 -1,956	-8%	-$94.2K	0.79%	23
2025 Q3	$1.24M	Buy	25,881 +3,116	+14%	+$148K	0.85%	23
2025 Q2	$1.08M	Sell	22,765 -8,927	-28%	-$422K	0.83%	24
2025 Q1	$1.51M	Buy	31,692 +4,692	+17%	+$225K	1.32%	20
2024 Q4	$1.29M	Buy	+27,000	New	+$1.3M	1.14%	22

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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

CogentBlue Wealth Advisors's DFNM Position: Q2 2026 in Review

CogentBlue Wealth Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 9.6% in Q2 2026, buying an estimated $110K and bringing the position to 25,982 shares worth $1.26M. The position accounts for 0.72% of the portfolio, ranked #23.

CogentBlue Wealth Advisors first reported a position in DFNM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q1 2025. 71 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

CogentBlue Wealth Advisors held 25,982 shares of Dimensional National Municipal Bond ETF worth $1.26M as of Q2 2026.
CogentBlue Wealth Advisors bought 2,273 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $110K.
Dimensional National Municipal Bond ETF made up 0.72% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #23 holding.
CogentBlue Wealth Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
CogentBlue Wealth Advisors's Dimensional National Municipal Bond ETF position peaked at $1.51M in Q1 2025.
71 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.