MWM
DFNM icon

Meridian Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Meridian Wealth Management’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 		$472K Sell
9,769
-266
-3% -$12.8K 0.01% 555
2026
Q1 		$481K Hold
10,035
– – 0.02% 528
2025
Q4 		$483K Sell
10,035
-486
-5% -$23.4K 0.02% 507
2025
Q3 		$505K Buy
10,521
+2,028
+24% +$96.5K 0.02% 475
2025
Q2 		$403K Buy
+8,493
New +$401K 0.02% 499

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TI
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
RK
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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Meridian Wealth Management's DFNM Position: Q2 2026 in Review

Meridian Wealth Management reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 2.7% in Q2 2026, selling an estimated $12.8K and leaving 9,769 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #555.

Meridian Wealth Management first reported a position in DFNM in Q2 2025 and has held it in 5 quarters since. The position peaked at $505K in Q3 2025. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Meridian Wealth Management held 9,769 shares of Dimensional National Municipal Bond ETF worth $472K as of Q2 2026.
  • Meridian Wealth Management sold 266 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $12.8K.
  • Dimensional National Municipal Bond ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #555 holding.
  • Meridian Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Meridian Wealth Management's Dimensional National Municipal Bond ETF position peaked at $505K in Q3 2025.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.