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

Heffernan Advisory’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 		$1.25M Buy
25,930
+1,033
+4% +$49.8K 1.05% 12
2026
Q1 		$1.19M Hold
24,897
– – 1.11% 11
2025
Q4 		$1.2M Buy
+24,897
New +$1.2M 1.15% 12

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
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
RK
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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Heffernan Advisory's DFNM Position: Q2 2026 in Review

Heffernan Advisory increased its Dimensional National Municipal Bond ETF (DFNM) stake by 4.1% in Q2 2026, buying an estimated $49.8K and bringing the position to 25,930 shares worth $1.25M. The position accounts for 1.05% of the portfolio, ranked #12.

Heffernan Advisory first reported a position in DFNM in Q4 2025 and has held it in 3 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Heffernan Advisory held 25,930 shares of Dimensional National Municipal Bond ETF worth $1.25M as of Q2 2026.
  • Heffernan Advisory bought 1,033 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $49.8K.
  • Dimensional National Municipal Bond ETF made up 1.05% of Heffernan Advisory's portfolio in Q2 2026, its #12 holding.
  • Heffernan Advisory first reported a position in Dimensional National Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Heffernan Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.