Landmark Wealth Management (New York)’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Landmark Wealth Management (New York)’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	$1.73M	Sell	35,723 -1,132	-3%	-$54.6K	0.41%	50
2026 Q1	$1.77M	Buy	36,855 +5,251	+17%	+$254K	0.47%	42
2025 Q4	$1.52M	Sell	31,604 -10,372	-25%	-$500K	0.58%	39
2025 Q3	$2.01M	Buy	41,976 +2,834	+7%	+$135K	0.8%	33
2025 Q2	$1.86M	Sell	39,142 -11,922	-23%	-$563K	0.79%	32
2025 Q1	$2.43M	Buy	51,064 +3,227	+7%	+$155K	1.07%	28
2024 Q4	$2.29M	Buy	47,837 +1,513	+3%	+$72.8K	1.01%	28
2024 Q3	$2.25M	Buy	46,324 +253	+0.5%	+$12.2K	0.98%	28
2024 Q2	$2.2M	Sell	46,071 -1,944	-4%	-$92.9K	1.72%	18
2024 Q1	$2.31M	Buy	48,015 +2,195	+5%	+$106K	1.07%	26
2023 Q4	$2.22M	Sell	45,820 -3,944	-8%	-$186K	1.09%	26
2023 Q3	$2.31M	Buy	49,764 +6,848	+16%	+$324K	1.31%	22
2023 Q2	$2.04M	Sell	42,916 -6,761	-14%	-$323K	1.81%	16
2023 Q1	$2.4M	Buy	49,677 +13,275	+36%	+$638K	1.34%	22
2022 Q4	$1.74M	Buy	36,402 +6,139	+20%	+$290K	1.26%	24
2022 Q3	$1.41M	Sell	30,263 -5,046	-14%	-$243K	1.07%	24
2022 Q2	$1.7M	Sell	35,309 -52,191	-60%	-$2.5M	2.17%	11
2022 Q1	$2.16M	Buy	+87,500	New	+$4.32M	1.14%	20

Other funds holding DFNM

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Landmark Wealth Management (New York)'s DFNM Position: Q2 2026 in Review

Landmark Wealth Management (New York) reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 3.1% in Q2 2026, selling an estimated $54.6K and leaving 35,723 shares worth $1.73M. The position accounts for 0.41% of the portfolio, ranked #50.

Landmark Wealth Management (New York) first reported a position in DFNM in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.43M in Q1 2025. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Landmark Wealth Management (New York) held 35,723 shares of Dimensional National Municipal Bond ETF worth $1.73M as of Q2 2026.
Landmark Wealth Management (New York) sold 1,132 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $54.6K.
Dimensional National Municipal Bond ETF made up 0.41% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #50 holding.
Landmark Wealth Management (New York) first reported a position in Dimensional National Municipal Bond ETF in Q1 2022 and has held it in 18 quarters since.
Landmark Wealth Management (New York)'s Dimensional National Municipal Bond ETF position peaked at $2.43M in Q1 2025.
293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.