MWA
DFNM icon

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

Medallion 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 		$120K Buy
2,503
+220
+10% +$10.7K 0.04% 328
2025
Q4 		$110K Sell
2,283
-137
-6% -$6.6K 0.04% 341
2025
Q3 		$116K Sell
2,420
-208
-8% -$9.89K 0.04% 331
2025
Q2 		$125K Sell
2,628
-141
-5% -$6.66K 0.05% 309
2025
Q1 		$132K Buy
2,769
+219
+9% +$10.5K 0.06% 265
2024
Q4 		$122K Buy
+2,550
New +$123K 0.06% 264

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 $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

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

Medallion Wealth Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 9.6% in Q1 2026, buying an estimated $10.7K and bringing the position to 2,503 shares worth $120K. The position accounts for 0.04% of the portfolio, ranked #328.

Medallion Wealth Advisors first reported a position in DFNM in Q4 2024 and has held it in 6 quarters since. The position peaked at $132K in Q1 2025. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Medallion Wealth Advisors held 2,503 shares of Dimensional National Municipal Bond ETF worth $120K as of Q1 2026.
  • Medallion Wealth Advisors bought 220 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $10.7K.
  • Dimensional National Municipal Bond ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q1 2026, its #328 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Dimensional National Municipal Bond ETF position peaked at $132K in Q1 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.