Heritage Wealth Management (California)’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Heritage Wealth Management (California)’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	$2.2M	Buy	45,500 +7,618	+20%	+$367K	0.84%	32
2026 Q1	$1.82M	Buy	37,882 +5,257	+16%	+$255K	1%	29
2025 Q4	$1.57M	Buy	32,625 +3,094	+10%	+$149K	1%	32
2025 Q3	$1.42M	Buy	29,531 +1,643	+6%	+$78.1K	0.95%	32
2025 Q2	$1.32M	Buy	27,888 +20	+0.1%	+$945	0.88%	30
2025 Q1	$1.33M	Buy	27,868 +2,035	+8%	+$97.4K	1%	28
2024 Q4	$1.23M	Buy	25,833 +3,970	+18%	+$191K	0.89%	27
2024 Q3	$1.06M	Buy	21,863 +1,534	+8%	+$74K	0.75%	33
2024 Q2	$971K	Buy	20,329 +427	+2%	+$20.4K	0.71%	31
2024 Q1	$957K	Buy	19,902 +4,006	+25%	+$193K	0.72%	32
2023 Q4	$771K	Buy	+15,896	New	+$751K	0.62%	34

Other funds holding DFNM

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Heritage Wealth Management (California)'s DFNM Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Dimensional National Municipal Bond ETF (DFNM) stake by 20% in Q2 2026, buying an estimated $367K and bringing the position to 45,500 shares worth $2.2M. The position accounts for 0.84% of the portfolio, ranked #32.

Heritage Wealth Management (California) first reported a position in DFNM in Q4 2023 and has held it in 11 quarters since. 151 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Heritage Wealth Management (California) held 45,500 shares of Dimensional National Municipal Bond ETF worth $2.2M as of Q2 2026.
Heritage Wealth Management (California) bought 7,618 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $367K.
Dimensional National Municipal Bond ETF made up 0.84% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #32 holding.
Heritage Wealth Management (California) first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
151 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.