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

Physician 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 Q2	$745K	Buy	15,418 +130	+0.9%	+$6.27K	0.09%	94
2026 Q1	$733K	Buy	15,288 +53	+0.3%	+$2.57K	0.1%	83
2025 Q4	$734K	Buy	15,235 +593	+4%	+$28.6K	0.1%	83
2025 Q3	$703K	Buy	14,642 +6,198	+73%	+$295K	0.1%	83
2025 Q2	$401K	Hold	8,444	–	–	0.06%	117
2025 Q1	$402K	Buy	8,444 +3,995	+90%	+$191K	0.07%	106
2024 Q4	$213K	Sell	4,449 -6,227	-58%	-$300K	0.04%	172
2024 Q3	$516K	Hold	10,676	–	–	0.09%	92
2024 Q2	$513K	Hold	10,676	–	–	0.09%	91
2024 Q1	$509K	Hold	10,676	–	–	0.11%	90
2023 Q4	$514K	Buy	+10,676	New	+$504K	0.11%	85

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

Physician Wealth Advisors's DFNM Position: Q2 2026 in Review

Physician Wealth Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 0.85% in Q2 2026, buying an estimated $6.27K and bringing the position to 15,418 shares worth $745K. The position accounts for 0.09% of the portfolio, ranked #94.

Physician Wealth Advisors first reported a position in DFNM in Q4 2023 and has held it in 11 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Physician Wealth Advisors held 15,418 shares of Dimensional National Municipal Bond ETF worth $745K as of Q2 2026.
Physician Wealth Advisors bought 130 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $6.27K.
Dimensional National Municipal Bond ETF made up 0.09% of Physician Wealth Advisors's portfolio in Q2 2026, its #94 holding.
Physician Wealth Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.