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Legacy Financial Group (Oklahoma)’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Legacy Financial Group (Oklahoma)’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 		$2.7M Buy
56,410
+516
+0.9% +$25K 0.71% 29
2025
Q4 		$2.69M Sell
55,894
-7,220
-11% -$348K 0.71% 30
2025
Q3 		$3.03M Sell
63,114
-13,040
-17% -$620K 0.83% 26
2025
Q2 		$3.61M Sell
76,154
-16,783
-18% -$793K 1.07% 22
2025
Q1 		$4.42M Sell
92,937
-1,705
-2% -$81.6K 1.42% 21
2024
Q4 		$4.52M Sell
94,642
-5,069
-5% -$244K 1.46% 20
2024
Q3 		$4.78M Buy
99,711
+2,254
+2% +$109K 1.63% 18
2024
Q2 		$4.66M Sell
97,457
-530
-0.5% -$25.3K 1.76% 18
2024
Q1 		$4.71M Buy
97,987
+404
+0.4% +$19.5K 1.85% 18
2023
Q4 		$4.73M Sell
97,583
-21,852
-18% -$1.03M 2.06% 17
2023
Q3 		$5.55M Buy
119,435
+1,826
+2% +$86.4K 2.74% 15
2023
Q2 		$5.6M Sell
117,609
-4,881
-4% -$233K 2.8% 16
2023
Q1 		$5.92M Sell
122,490
-31,964
-21% -$1.54M 3.27% 12
2022
Q4 		$7.38M Buy
+154,454
New +$7.3M 4.55% 8

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 $1.75B AUM 15.4% 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

Legacy Financial Group (Oklahoma)'s DFNM Position: Q1 2026 in Review

Legacy Financial Group (Oklahoma) increased its Dimensional National Municipal Bond ETF (DFNM) stake by 0.92% in Q1 2026, buying an estimated $25K and bringing the position to 56,410 shares worth $2.7M. The position accounts for 0.71% of the portfolio, ranked #29.

Legacy Financial Group (Oklahoma) first reported a position in DFNM in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.38M in Q4 2022. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Legacy Financial Group (Oklahoma) held 56,410 shares of Dimensional National Municipal Bond ETF worth $2.7M as of Q1 2026.
  • Legacy Financial Group (Oklahoma) bought 516 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $25K.
  • Dimensional National Municipal Bond ETF made up 0.71% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #29 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Legacy Financial Group (Oklahoma)'s Dimensional National Municipal Bond ETF position peaked at $7.38M in Q4 2022.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q1 2026, filed 27 Apr 2026.