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

Oceanside 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 		$308K Sell
6,371
-1,295
-17% -$62.5K 0.16% 46
2026
Q1 		$367K Sell
7,666
-166
-2% -$8.04K 0.21% 39
2025
Q4 		$377K Buy
7,832
+738
+10% +$35.6K 0.23% 37
2025
Q3 		$340K Buy
7,094
+472
+7% +$22.4K 0.21% 37
2025
Q2 		$314K Buy
6,622
+127
+2% +$6K 0.21% 38
2025
Q1 		$309K Sell
6,495
-17,637
-73% -$845K 0.22% 37
2024
Q4 		$1.15M Buy
24,132
+704
+3% +$33.9K 0.86% 17
2024
Q3 		$1.14M Buy
23,428
+128
+0.5% +$6.17K 0.85% 17
2024
Q2 		$1.11M Sell
23,300
-21
-0.1% -$1K 0.9% 17
2024
Q1 		$1.12M Sell
23,321
-2,084
-8% -$101K 0.93% 17
2023
Q4 		$1.23M Buy
+25,405
New +$1.2M 1.09% 16

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
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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

Oceanside Advisors's DFNM Position: Q2 2026 in Review

Oceanside Advisors reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 17% in Q2 2026, selling an estimated $62.5K and leaving 6,371 shares worth $308K. The position accounts for 0.16% of the portfolio, ranked #46.

Oceanside Advisors first reported a position in DFNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q4 2023. 148 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Oceanside Advisors held 6,371 shares of Dimensional National Municipal Bond ETF worth $308K as of Q2 2026.
  • Oceanside Advisors sold 1,295 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $62.5K.
  • Dimensional National Municipal Bond ETF made up 0.16% of Oceanside Advisors's portfolio in Q2 2026, its #46 holding.
  • Oceanside Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Oceanside Advisors's Dimensional National Municipal Bond ETF position peaked at $1.23M in Q4 2023.
  • 148 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Oceanside Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.