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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
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

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Helen Stephens Group's DFNM Position: Q2 2026 in Review

Helen Stephens Group reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 28% in Q2 2026, selling an estimated $1.42M and leaving 75,033 shares worth $3.63M. The position accounts for 0.62% of the portfolio, ranked #27.

Helen Stephens Group first reported a position in DFNM in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.01M in Q1 2026. 151 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Helen Stephens Group held 75,033 shares of Dimensional National Municipal Bond ETF worth $3.63M as of Q2 2026.
  • Helen Stephens Group sold 29,394 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $1.42M.
  • Dimensional National Municipal Bond ETF made up 0.62% of Helen Stephens Group's portfolio in Q2 2026, its #27 holding.
  • Helen Stephens Group first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Helen Stephens Group's Dimensional National Municipal Bond ETF position peaked at $5.01M in Q1 2026.
  • 151 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.