Forteris Wealth Management
DFNM icon

Forteris Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Forteris Wealth Management’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
Q3 		$390K Sell
8,480
-225
-3% -$10.7K 0.32% 52
2026
Q2 		$421K Sell
8,705
-2,046
-19% -$98.7K 0.34% 53
2026
Q1 		$515K Sell
10,751
-1,164
-10% -$56.4K 0.49% 48
2025
Q4 		$574K Buy
+11,915
New +$574K 0.56% 44

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Forteris Wealth Management's DFNM Position: Q3 2026 in Review

Forteris Wealth Management reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 2.6% in Q3 2026, selling an estimated $10.7K and leaving 8,480 shares worth $390K. The position accounts for 0.32% of the portfolio, ranked #52.

Forteris Wealth Management first reported a position in DFNM in Q4 2025 and has held it in 4 quarters since. The position peaked at $574K in Q4 2025. 244 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

  • Forteris Wealth Management held 8,480 shares of Dimensional National Municipal Bond ETF worth $390K as of Q3 2026.
  • Forteris Wealth Management sold 225 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $10.7K.
  • Dimensional National Municipal Bond ETF made up 0.32% of Forteris Wealth Management's portfolio in Q3 2026, its #52 holding.
  • Forteris Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Forteris Wealth Management's Dimensional National Municipal Bond ETF position peaked at $574K in Q4 2025.
  • 244 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on Forteris Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.