FWM
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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
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

Other funds holding DFNM

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
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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Forteris Wealth Management's DFNM Position: Q2 2026 in Review

Forteris Wealth Management reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 19% in Q2 2026, selling an estimated $98.7K and leaving 8,705 shares worth $421K. The position accounts for 0.34% of the portfolio, ranked #53.

Forteris Wealth Management first reported a position in DFNM in Q4 2025 and has held it in 3 quarters since. The position peaked at $574K in Q4 2025. 202 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Forteris Wealth Management held 8,705 shares of Dimensional National Municipal Bond ETF worth $421K as of Q2 2026.
  • Forteris Wealth Management sold 2,046 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $98.7K.
  • Dimensional National Municipal Bond ETF made up 0.34% of Forteris Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Forteris Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Forteris Wealth Management's Dimensional National Municipal Bond ETF position peaked at $574K in Q4 2025.
  • 202 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.