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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
Q3 		$1.19M Hold
25,930
– – 0.8% 14
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return
OFI
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Heffernan Advisory's DFNM Position: Q3 2026 in Review

Heffernan Advisory held its Dimensional National Municipal Bond ETF (DFNM) position steady in Q3 2026 at 25,930 shares worth $1.19M. The position accounts for 0.8% of the portfolio, ranked #14.

Heffernan Advisory first reported a position in DFNM in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.25M in Q2 2026. 36 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

  • Heffernan Advisory held 25,930 shares of Dimensional National Municipal Bond ETF worth $1.19M as of Q3 2026.
  • Heffernan Advisory left its Dimensional National Municipal Bond ETF share count unchanged in Q3 2026.
  • Dimensional National Municipal Bond ETF made up 0.8% of Heffernan Advisory's portfolio in Q3 2026, its #14 holding.
  • Heffernan Advisory first reported a position in Dimensional National Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Heffernan Advisory's Dimensional National Municipal Bond ETF position peaked at $1.25M in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on Heffernan Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.