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

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

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. 294 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.
294 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.