MWA
DFNM icon

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

Mills 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
Q2 		$7.93M Buy
164,031
+34,211
+26% +$1.65M 2.5% 12
2026
Q1 		$6.22M Buy
129,820
+95,401
+277% +$4.62M 2.17% 12
2025
Q4 		$1.66M Sell
34,419
-437
-1% -$21.1K 0.65% 28
2025
Q3 		$1.67M Sell
34,856
-1,139
-3% -$54.2K 0.68% 25
2025
Q2 		$1.71M Sell
35,995
-15,174
-30% -$717K 0.78% 23
2025
Q1 		$2.43M Sell
51,169
-4,202
-8% -$201K 1.29% 20
2024
Q4 		$2.65M Sell
55,371
-18,804
-25% -$905K 1.51% 15
2024
Q3 		$3.6M Sell
74,175
-27,912
-27% -$1.35M 2.48% 11
2024
Q2 		$4.88M Sell
102,087
-18,922
-16% -$904K 3.48% 10
2024
Q1 		$5.82M Sell
121,009
-114,771
-49% -$5.54M 4.27% 6
2023
Q4 		$11.4M Sell
235,780
-820
-0.3% -$38.7K 8.71% 4
2023
Q3 		$11M Buy
236,600
+161,966
+217% +$7.66M 8.8% 4
2023
Q2 		$3.55M Sell
74,634
-5,684
-7% -$272K 2.7% 11
2023
Q1 		$3.88M Sell
80,318
-2,312
-3% -$111K 3.13% 7
2022
Q4 		$3.95M Buy
+82,630
New +$3.91M 3.57% 4

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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 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

Mills Wealth Advisors's DFNM Position: Q2 2026 in Review

Mills Wealth Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 26% in Q2 2026, buying an estimated $1.65M and bringing the position to 164,031 shares worth $7.93M. The position accounts for 2.5% of the portfolio, ranked #12.

Mills Wealth Advisors first reported a position in DFNM in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.4M in Q4 2023. 103 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Mills Wealth Advisors held 164,031 shares of Dimensional National Municipal Bond ETF worth $7.93M as of Q2 2026.
  • Mills Wealth Advisors bought 34,211 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $1.65M.
  • Dimensional National Municipal Bond ETF made up 2.5% of Mills Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Mills Wealth Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Mills Wealth Advisors's Dimensional National Municipal Bond ETF position peaked at $11.4M in Q4 2023.
  • 103 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.