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

HHM 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
Q1 		– Sell
-12
Closed -$579 – 889
2025
Q4 		$579 Hold
12
– – ﹤0.01% 815
2025
Q3 		$576 Buy
+12
New +$571 ﹤0.01% 821

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 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

HHM Wealth Advisors's DFNM Position: Q1 2026 in Review

HHM Wealth Advisors sold out of Dimensional National Municipal Bond ETF (DFNM) in Q1 2026, closing a stake of 12 shares — an estimated $579 sold.

HHM Wealth Advisors first reported a position in DFNM in Q3 2025 and held it in 2 quarters. The position peaked at $579 in Q4 2025. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • HHM Wealth Advisors reported no remaining Dimensional National Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 12 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $579.
  • HHM Wealth Advisors first reported a position in Dimensional National Municipal Bond ETF in Q3 2025 and held it in 2 quarters.
  • HHM Wealth Advisors's Dimensional National Municipal Bond ETF position peaked at $579 in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.