Oceanside Advisors
DFNM icon

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
Q3 		$310K Buy
6,731
+360
+6% +$17.1K 0.19% 44
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

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Vestment Financial
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

Oceanside Advisors's DFNM Position: Q3 2026 in Review

Oceanside Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 5.7% in Q3 2026, buying an estimated $17.1K and bringing the position to 6,731 shares worth $310K. The position accounts for 0.19% of the portfolio, ranked #44.

Oceanside Advisors first reported a position in DFNM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.23M in Q4 2023. 196 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

  • Oceanside Advisors held 6,731 shares of Dimensional National Municipal Bond ETF worth $310K as of Q3 2026.
  • Oceanside Advisors bought 360 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $17.1K.
  • Dimensional National Municipal Bond ETF made up 0.19% of Oceanside Advisors's portfolio in Q3 2026, its #44 holding.
  • Oceanside Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Oceanside Advisors's Dimensional National Municipal Bond ETF position peaked at $1.23M in Q4 2023.
  • 196 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on Oceanside Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.