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Porter White Investment Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Porter White Investment 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 		$8.54M Buy
176,591
+6,596
+4% +$318K 3.29% 6
2026
Q1 		$8.15M Buy
169,995
+1,040
+0.6% +$50.4K 3.26% 6
2025
Q4 		$8.14M Buy
168,955
+8,780
+5% +$423K 3.34% 6
2025
Q3 		$7.69M Buy
160,175
+3,791
+2% +$180K 3.3% 6
2025
Q2 		$7.42M Buy
156,384
+57,303
+58% +$2.71M 3.45% 6
2025
Q1 		$4.71M Buy
99,081
+1,413
+1% +$67.7K 2.33% 8
2024
Q4 		$4.67M Buy
97,668
+1,511
+2% +$72.7K 2.37% 8
2024
Q3 		$4.67M Buy
96,157
+497
+0.5% +$24K 2.34% 8
2024
Q2 		$4.57M Buy
95,660
+3,115
+3% +$149K 2.45% 7
2024
Q1 		$4.45M Buy
92,545
+955
+1% +$46.1K 2.37% 7
2023
Q4 		$4.44M Sell
91,590
-34,772
-28% -$1.64M 2.77% 7
2023
Q3 		$5.87M Buy
126,362
+12,484
+11% +$591K 4.48% 4
2023
Q2 		$5.42M Buy
113,878
+1,826
+2% +$87.3K 4.29% 4
2023
Q1 		$5.41M Hold
112,052
– – 4.64% 4
2022
Q4 		$5.36M Buy
+112,052
New +$5.3M 4.74% 4

Other funds holding DFNM

TI
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
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

Porter White Investment Advisors's DFNM Position: Q2 2026 in Review

Porter White Investment Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 3.9% in Q2 2026, buying an estimated $318K and bringing the position to 176,591 shares worth $8.54M. The position accounts for 3.29% of the portfolio, ranked #6.

Porter White Investment Advisors first reported a position in DFNM in Q4 2022 and has held it in 15 quarters since. 191 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Porter White Investment Advisors held 176,591 shares of Dimensional National Municipal Bond ETF worth $8.54M as of Q2 2026.
  • Porter White Investment Advisors bought 6,596 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $318K.
  • Dimensional National Municipal Bond ETF made up 3.29% of Porter White Investment Advisors's portfolio in Q2 2026, its #6 holding.
  • Porter White Investment Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 191 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.