MFG
DFNM icon

Merit Financial Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Merit Financial Group’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 		$370K Sell
7,646
-27
-0.4% -$1.3K ﹤0.01% 1686
2026
Q1 		$368K Buy
+7,673
New +$372K ﹤0.01% 1545

Other funds holding DFNM

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
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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
DWM
Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return

Merit Financial Group's DFNM Position: Q2 2026 in Review

Merit Financial Group reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 0.35% in Q2 2026, selling an estimated $1.3K and leaving 7,646 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Merit Financial Group first reported a position in DFNM in Q1 2026 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Merit Financial Group held 7,646 shares of Dimensional National Municipal Bond ETF worth $370K as of Q2 2026.
  • Merit Financial Group sold 27 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $1.3K.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1686 holding.
  • Merit Financial Group first reported a position in Dimensional National Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.