HNWA
DFNM icon

Henrickson Nauta Wealth Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Henrickson Nauta Wealth Advisors’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 		$229K Buy
+4,741
New +$229K 0.06% 106

Other funds holding DFNM

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
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
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
DWM
Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's DFNM Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors opened a new position in Dimensional National Municipal Bond ETF (DFNM) in Q2 2026: 4,741 shares worth $229K. The stake represents 0.06% of the portfolio and ranks #106 among its holdings.

58 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 4,741 shares of Dimensional National Municipal Bond ETF worth $229K as of Q2 2026.
  • Dimensional National Municipal Bond ETF was a new Henrickson Nauta Wealth Advisors position in Q2 2026.
  • Dimensional National Municipal Bond ETF made up 0.06% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • 58 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.