Helen Stephens Group
DFNM icon

Helen Stephens Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Helen Stephens Group’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 		$1.96M Sell
42,511
-32,522
-43% -$1.54M 0.31% 35
2026
Q2 		$3.63M Sell
75,033
-29,394
-28% -$1.42M 0.62% 27
2026
Q1 		$5.01M Buy
104,427
+31,447
+43% +$1.52M 1% 22
2025
Q4 		$3.52M Buy
72,980
+4,494
+7% +$217K 0.74% 23
2025
Q3 		$3.29M Sell
68,486
-1,146
-2% -$54.5K 0.73% 23
2025
Q2 		$3.3M Buy
69,632
+23,598
+51% +$1.12M 0.82% 21
2025
Q1 		$2.19M Buy
46,034
+5,538
+14% +$265K 0.62% 25
2024
Q4 		$1.93M Buy
40,496
+1,334
+3% +$64.2K 0.57% 26
2024
Q3 		$1.9M Sell
39,162
-6,584
-14% -$317K 0.58% 26
2024
Q2 		$2.19M Buy
45,746
+3,337
+8% +$159K 0.76% 22
2024
Q1 		$2.04M Sell
42,409
-6,476
-13% -$313K 0.79% 23
2023
Q4 		$2.37M Buy
48,885
+12,265
+33% +$579K 1.06% 21
2023
Q3 		$1.7M Sell
36,620
-443
-1% -$21K 0.88% 24
2023
Q2 		$1.77M Sell
37,063
-12,867
-26% -$615K 0.89% 23
2023
Q1 		$2.41M Buy
49,930
+2,932
+6% +$141K 1.25% 22
2022
Q4 		$2.25M Buy
+46,998
New +$2.22M 1.34% 20

Other funds holding DFNM

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Vestment Financial
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
West Financial Advisors
West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 1-Year Est. Return

Helen Stephens Group's DFNM Position: Q3 2026 in Review

Helen Stephens Group reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 43% in Q3 2026, selling an estimated $1.54M and leaving 42,511 shares worth $1.96M. The position accounts for 0.31% of the portfolio, ranked #35.

Helen Stephens Group first reported a position in DFNM in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.01M in Q1 2026. 126 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

  • Helen Stephens Group held 42,511 shares of Dimensional National Municipal Bond ETF worth $1.96M as of Q3 2026.
  • Helen Stephens Group sold 32,522 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $1.54M.
  • Dimensional National Municipal Bond ETF made up 0.31% of Helen Stephens Group's portfolio in Q3 2026, its #35 holding.
  • Helen Stephens Group first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Helen Stephens Group's Dimensional National Municipal Bond ETF position peaked at $5.01M in Q1 2026.
  • 126 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.