Merit Financial Group
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
Q3 		$356K Buy
7,737
+91
+1% +$4.32K ﹤0.01% 1790
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

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Merit Financial Group's DFNM Position: Q3 2026 in Review

Merit Financial Group increased its Dimensional National Municipal Bond ETF (DFNM) stake by 1.2% in Q3 2026, buying an estimated $4.32K and bringing the position to 7,737 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1790.

Merit Financial Group first reported a position in DFNM in Q1 2026 and has held it in 3 quarters since. The position peaked at $370K in Q2 2026. 267 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

  • Merit Financial Group held 7,737 shares of Dimensional National Municipal Bond ETF worth $356K as of Q3 2026.
  • Merit Financial Group bought 91 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $4.32K.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1790 holding.
  • Merit Financial Group first reported a position in Dimensional National Municipal Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Merit Financial Group's Dimensional National Municipal Bond ETF position peaked at $370K in Q2 2026.
  • 267 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.