Rehmann Capital Advisory Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Rehmann Capital Advisory Group’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 Q1	$384K	Sell	8,021 -1,363	-15%	-$66K	0.02%	469
2025 Q4	$452K	Sell	9,384 -5,287	-36%	-$255K	0.02%	418
2025 Q3	$704K	Hold	14,671	–	–	0.04%	309
2025 Q2	$696K	Sell	14,671 -629	-4%	-$29.7K	0.04%	284
2025 Q1	$728K	Hold	15,300	–	–	0.05%	278
2024 Q4	$731K	Buy	15,300 +4,553	+42%	+$219K	0.05%	264
2024 Q3	$522K	Buy	10,747 +1,846	+21%	+$89K	0.03%	326
2024 Q2	$425K	Hold	8,901	–	–	0.03%	361
2024 Q1	$428K	Buy	8,901 +100	+1%	+$4.83K	0.03%	353
2023 Q4	$427K	Hold	8,801	–	–	0.04%	342
2023 Q3	$409K	Sell	8,801 -7,000	-44%	-$331K	0.04%	336
2023 Q2	$753K	Buy	15,801 +5,053	+47%	+$242K	0.07%	240
2023 Q1	$519K	Buy	10,748 +489	+5%	+$23.5K	0.05%	294
2022 Q4	$490K	Buy	+10,259	New	+$485K	0.05%	301

Other funds holding DFNM

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

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

Rehmann Capital Advisory Group's DFNM Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 15% in Q1 2026, selling an estimated $66K and leaving 8,021 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #469.

Rehmann Capital Advisory Group first reported a position in DFNM in Q4 2022 and has held it in 14 quarters since. The position peaked at $753K in Q2 2023. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

Rehmann Capital Advisory Group held 8,021 shares of Dimensional National Municipal Bond ETF worth $384K as of Q1 2026.
Rehmann Capital Advisory Group sold 1,363 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $66K.
Dimensional National Municipal Bond ETF made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #469 holding.
Rehmann Capital Advisory Group first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
Rehmann Capital Advisory Group's Dimensional National Municipal Bond ETF position peaked at $753K in Q2 2023.
276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.