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Safeguard Investment Advisory Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Safeguard Investment 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
Q2 		$952K Buy
19,697
+1,274
+7% +$61.4K 0.22% 51
2026
Q1 		$883K Buy
18,423
+494
+3% +$23.9K 0.24% 45
2025
Q4 		$864K Buy
17,929
+829
+5% +$39.9K 0.22% 47
2025
Q3 		$820K Sell
17,100
-3,102
-15% -$148K 0.2% 53
2025
Q2 		$958K Buy
20,202
+1,176
+6% +$55.6K 0.24% 47
2025
Q1 		$905K Sell
19,026
-4,439
-19% -$213K 0.25% 45
2024
Q4 		$1.12M Buy
23,465
+557
+2% +$26.8K 0.31% 34
2024
Q3 		$1.11M Buy
22,908
+449
+2% +$21.7K 0.32% 34
2024
Q2 		$1.07M Sell
22,459
-115
-0.5% -$5.49K 0.33% 32
2024
Q1 		$1.09M Buy
22,574
+3,254
+17% +$157K 0.37% 32
2023
Q4 		$937K Buy
19,320
+1,633
+9% +$77.1K 0.35% 34
2023
Q3 		$822K Sell
17,687
-2,054
-10% -$97.2K 0.36% 34
2023
Q2 		$940K Buy
19,741
+6,543
+50% +$313K 0.4% 36
2023
Q1 		$638K Buy
+13,198
New +$635K 0.31% 41

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
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
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
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Safeguard Investment Advisory Group's DFNM Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Dimensional National Municipal Bond ETF (DFNM) stake by 6.9% in Q2 2026, buying an estimated $61.4K and bringing the position to 19,697 shares worth $952K. The position accounts for 0.22% of the portfolio, ranked #51.

Safeguard Investment Advisory Group first reported a position in DFNM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.12M in Q4 2024. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Safeguard Investment Advisory Group held 19,697 shares of Dimensional National Municipal Bond ETF worth $952K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 1,274 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $61.4K.
  • Dimensional National Municipal Bond ETF made up 0.22% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #51 holding.
  • Safeguard Investment Advisory Group first reported a position in Dimensional National Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Safeguard Investment Advisory Group's Dimensional National Municipal Bond ETF position peaked at $1.12M in Q4 2024.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.