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

Flagship 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	$18.9K	Buy	+391	New	+$18.9K	﹤0.01%	360

Other funds holding DFNM

Focus Partners Wealth

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

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

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

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

Flagship Wealth Advisors opened a new position in Dimensional National Municipal Bond ETF (DFNM) in Q2 2026: 391 shares worth $18.9K. The stake represents ﹤0.01% of the portfolio and ranks #360 among its holdings.

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

Flagship Wealth Advisors held 391 shares of Dimensional National Municipal Bond ETF worth $18.9K as of Q2 2026.
Dimensional National Municipal Bond ETF was a new Flagship Wealth Advisors position in Q2 2026.
Dimensional National Municipal Bond ETF made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #360 holding.
293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.