RCA
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Resonant Capital Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Resonant Capital 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 		$13.6M Buy
280,894
+10,444
+4% +$504K 0.65% 36
2026
Q1 		$13M Sell
270,450
-15,815
-6% -$766K 0.68% 34
2025
Q4 		$13.8M Buy
286,265
+47,200
+20% +$2.27M 0.76% 35
2025
Q3 		$11.5M Buy
239,065
+22,636
+10% +$1.08M 0.67% 36
2025
Q2 		$10.3M Sell
216,429
-19,711
-8% -$931K 0.66% 35
2025
Q1 		$11.2M Buy
236,140
+48,112
+26% +$2.3M 0.78% 32
2024
Q4 		$8.98M Buy
188,028
+26,849
+17% +$1.29M 0.66% 38
2024
Q3 		$7.82M Sell
161,179
-1,688
-1% -$81.4K 0.58% 39
2024
Q2 		$7.78M Sell
162,867
-15,706
-9% -$750K 0.63% 38
2024
Q1 		$8.59M Hold
178,573
– – 0.73% 34
2023
Q4 		$8.66M Buy
178,573
+31,155
+21% +$1.47M 0.84% 31
2023
Q3 		$6.85M Sell
147,418
-11,353
-7% -$537K 0.73% 33
2023
Q2 		$7.56M Sell
158,771
-11,797
-7% -$564K 0.82% 31
2023
Q1 		$8.24M Sell
170,568
-4,237
-2% -$204K 0.94% 28
2022
Q4 		$8.36M Buy
174,805
+6,433
+4% +$304K 1.04% 22
2022
Q3 		$7.86M Sell
168,372
-39,905
-19% -$1.92M 1.19% 23
2022
Q2 		$10M Buy
208,277
+26,965
+15% +$1.29M 1.56% 13
2022
Q1 		$8.78M Buy
+181,312
New +$8.96M 1.3% 18

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Resonant Capital Advisors's DFNM Position: Q2 2026 in Review

Resonant Capital Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 3.9% in Q2 2026, buying an estimated $504K and bringing the position to 280,894 shares worth $13.6M. The position accounts for 0.65% of the portfolio, ranked #36.

Resonant Capital Advisors first reported a position in DFNM in Q1 2022 and has held it in 18 quarters since. The position peaked at $13.8M in Q4 2025. 151 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Resonant Capital Advisors held 280,894 shares of Dimensional National Municipal Bond ETF worth $13.6M as of Q2 2026.
  • Resonant Capital Advisors bought 10,444 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $504K.
  • Dimensional National Municipal Bond ETF made up 0.65% of Resonant Capital Advisors's portfolio in Q2 2026, its #36 holding.
  • Resonant Capital Advisors first reported a position in Dimensional National Municipal Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Resonant Capital Advisors's Dimensional National Municipal Bond ETF position peaked at $13.8M in Q4 2025.
  • 151 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.