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

North Ridge 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
Q1 		$2.96M Buy
61,775
+14,198
+30% +$688K 1.67% 14
2025
Q4 		$2.29M Buy
47,577
+3,788
+9% +$183K 1.28% 14
2025
Q3 		$2.1M Buy
43,789
+6,132
+16% +$292K 1.2% 14
2025
Q2 		$1.79M Sell
37,657
-15,046
-29% -$711K 1.1% 15
2025
Q1 		$2.51M Buy
52,703
+6,249
+13% +$299K 1.67% 14
2024
Q4 		$2.22M Sell
46,454
-1,103
-2% -$53.1K 1.54% 14
2024
Q3 		$2.31M Buy
47,557
+7,031
+17% +$339K 1.57% 14
2024
Q2 		$1.94M Buy
40,526
+6,168
+18% +$295K 1.47% 15
2024
Q1 		$1.65M Buy
34,358
+377
+1% +$18.2K 1.28% 15
2023
Q4 		$1.65M Buy
33,981
+9,975
+42% +$471K 1.37% 15
2023
Q3 		$1.12M Buy
24,006
+4,913
+26% +$232K 1.09% 19
2023
Q2 		$909K Buy
19,093
+4,424
+30% +$212K 0.87% 21
2023
Q1 		$709K Buy
+14,669
New +$705K 0.71% 25

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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

North Ridge Wealth Advisors's DFNM Position: Q1 2026 in Review

North Ridge Wealth Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 30% in Q1 2026, buying an estimated $688K and bringing the position to 61,775 shares worth $2.96M. The position accounts for 1.67% of the portfolio, ranked #14.

North Ridge Wealth Advisors first reported a position in DFNM in Q1 2023 and has held it in 13 quarters since. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • North Ridge Wealth Advisors held 61,775 shares of Dimensional National Municipal Bond ETF worth $2.96M as of Q1 2026.
  • North Ridge Wealth Advisors bought 14,198 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $688K.
  • Dimensional National Municipal Bond ETF made up 1.67% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #14 holding.
  • North Ridge Wealth Advisors first reported a position in Dimensional National Municipal Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.