Csenge Advisory Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Csenge Advisory 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	$264K	Buy	5,470 +159	+3%	+$7.67K	0.01%	648
2026 Q1	$255K	Sell	5,311 -295	-5%	-$14.3K	0.01%	626
2025 Q4	$270K	Sell	5,606 -91	-2%	-$4.38K	0.01%	600
2025 Q3	$273K	Sell	5,697 -32	-0.6%	-$1.52K	0.01%	565
2025 Q2	$271K	Buy	5,729 +374	+7%	+$17.7K	0.01%	575
2025 Q1	$252K	Sell	5,355 -38	-0.7%	-$1.82K	0.01%	574
2024 Q4	$258K	Sell	5,393 -9	-0.2%	-$433	0.01%	594
2024 Q3	$261K	Buy	+5,402	New	+$261K	0.01%	600

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

Csenge Advisory Group's DFNM Position: Q2 2026 in Review

Csenge Advisory Group increased its Dimensional National Municipal Bond ETF (DFNM) stake by 3% in Q2 2026, buying an estimated $7.67K and bringing the position to 5,470 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #648.

Csenge Advisory Group first reported a position in DFNM in Q3 2024 and has held it in 8 quarters since. The position peaked at $273K in Q3 2025. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Csenge Advisory Group held 5,470 shares of Dimensional National Municipal Bond ETF worth $264K as of Q2 2026.
Csenge Advisory Group bought 159 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $7.67K.
Dimensional National Municipal Bond ETF made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #648 holding.
Csenge Advisory Group first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
Csenge Advisory Group's Dimensional National Municipal Bond ETF position peaked at $273K in Q3 2025.
293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.