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

Modera 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	$3.34M	Sell	69,130 -1,663	-2%	-$80.2K	0.04%	224
2026 Q1	$3.39M	Buy	70,793 +50	+0.1%	+$2.42K	0.04%	210
2025 Q4	$3.41M	Buy	70,743 +2,749	+4%	+$132K	0.04%	218
2025 Q3	$3.26M	Sell	67,994 -1,674	-2%	-$79.6K	0.04%	224
2025 Q2	$3.3M	Sell	69,668 -5,110	-7%	-$241K	0.04%	214
2025 Q1	$3.56M	Sell	74,778 -1,713	-2%	-$82K	0.05%	204
2024 Q4	$3.65M	Buy	76,491 +1,721	+2%	+$82.8K	0.04%	205
2024 Q3	$3.63M	Sell	74,770 -7,871	-10%	-$380K	0.05%	192
2024 Q2	$3.95M	Buy	82,641 +411	+0.5%	+$19.6K	0.06%	173
2024 Q1	$3.95M	Sell	82,230 -502	-0.6%	-$24.2K	0.06%	178
2023 Q4	$4.01M	Buy	82,732 +3,560	+4%	+$168K	0.07%	172
2023 Q3	$3.68M	Buy	79,172 +3,335	+4%	+$158K	0.07%	172
2023 Q2	$3.61M	Buy	75,837 +24,067	+46%	+$1.15M	0.07%	179
2023 Q1	$2.5M	Buy	51,770 +6,345	+14%	+$305K	0.1%	84
2022 Q4	$2.17M	Buy	+45,425	New	+$2.15M	0.09%	89

Other funds holding DFNM

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

Modera Wealth Management reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 2.3% in Q2 2026, selling an estimated $80.2K and leaving 69,130 shares worth $3.34M. The position accounts for 0.04% of the portfolio, ranked #224.

Modera Wealth Management first reported a position in DFNM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.01M in Q4 2023. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Modera Wealth Management held 69,130 shares of Dimensional National Municipal Bond ETF worth $3.34M as of Q2 2026.
Modera Wealth Management sold 1,663 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $80.2K.
Dimensional National Municipal Bond ETF made up 0.04% of Modera Wealth Management's portfolio in Q2 2026, its #224 holding.
Modera Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
Modera Wealth Management's Dimensional National Municipal Bond ETF position peaked at $4.01M in Q4 2023.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.