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

Sax 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 		$2.16M Buy
45,084
+3,885
+9% +$187K 0.09% 143
2026
Q1 		$1.98M Hold
41,199
– – 0.1% 120
2025
Q4 		$1.98M Buy
41,199
+4,530
+12% +$218K 0.09% 122
2025
Q3 		$1.76M Sell
36,669
-4,794
-12% -$228K 0.09% 117
2025
Q2 		$1.97M Sell
41,463
-36,095
-47% -$1.71M 0.12% 102
2025
Q1 		$3.69M Sell
77,558
-24,307
-24% -$1.16M 0.26% 57
2024
Q4 		$4.87M Sell
101,865
-9,303
-8% -$448K 0.38% 42
2024
Q3 		$5.4M Buy
111,168
+19,084
+21% +$920K 0.48% 30
2024
Q2 		$4.4M Buy
92,084
+41,055
+80% +$1.96M 0.42% 37
2024
Q1 		$2.45M Buy
51,029
+30,030
+143% +$1.45M 0.29% 44
2023
Q4 		$1.02M Buy
20,999
+5,500
+35% +$260K 0.17% 72
2023
Q3 		$720K Sell
15,499
-4,125
-21% -$195K 0.14% 83
2023
Q2 		$935K Buy
19,624
+4,680
+31% +$224K 0.19% 70
2023
Q1 		$722K Buy
14,944
+1,850
+14% +$89K 0.16% 79
2022
Q4 		$626K Buy
13,094
+4,575
+54% +$216K 0.14% 83
2022
Q3 		$397K Buy
8,519
+3,770
+79% +$181K 0.1% 114
2022
Q2 		$228K Buy
+4,749
New +$228K 0.06% 148

Other funds holding DFNM

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
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
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
DWM
Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

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

Sax Wealth Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 9.4% in Q2 2026, buying an estimated $187K and bringing the position to 45,084 shares worth $2.16M. The position accounts for 0.09% of the portfolio, ranked #143.

Sax Wealth Advisors first reported a position in DFNM in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.4M in Q3 2024. 71 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Sax Wealth Advisors held 45,084 shares of Dimensional National Municipal Bond ETF worth $2.16M as of Q2 2026.
  • Sax Wealth Advisors bought 3,885 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $187K.
  • Dimensional National Municipal Bond ETF made up 0.09% of Sax Wealth Advisors's portfolio in Q2 2026, its #143 holding.
  • Sax Wealth Advisors first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Sax Wealth Advisors's Dimensional National Municipal Bond ETF position peaked at $5.4M in Q3 2024.
  • 71 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.