SWM
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Seaside Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Seaside Wealth Management’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 		$358K Buy
7,396
+1,447
+24% +$69.8K 0.09% 53
2026
Q1 		$285K Buy
5,949
+35
+0.6% +$1.7K 0.08% 58
2025
Q4 		$285K Buy
5,914
+55
+0.9% +$2.65K 0.08% 56
2025
Q3 		$281K Sell
5,859
-393
-6% -$18.7K 0.08% 59
2025
Q2 		$297K Buy
6,252
+1,013
+19% +$47.9K 0.09% 52
2025
Q1 		$249K Buy
5,239
+30
+0.6% +$1.44K 0.09% 56
2024
Q4 		$249K Buy
5,209
+48
+0.9% +$2.31K 0.09% 54
2024
Q3 		$251K Buy
5,161
+34
+0.7% +$1.64K 0.09% 53
2024
Q2 		$245K Buy
5,127
+33
+0.6% +$1.58K 0.1% 52
2024
Q1 		$245K Buy
5,094
+24
+0.5% +$1.16K 0.1% 48
2023
Q4 		$246K Buy
+5,070
New +$239K 0.11% 45
2023
Q3 		– Sell
-5,078
Closed -$242K – 51
2023
Q2 		$242K Buy
5,078
+26
+0.5% +$1.24K 0.13% 42
2023
Q1 		$243K Buy
5,052
+30
+0.6% +$1.44K 0.15% 42
2022
Q4 		$240K Buy
5,022
+17
+0.3% +$803 0.16% 40
2022
Q3 		$233K Buy
5,005
+22
+0.4% +$1.06K 0.16% 42
2022
Q2 		$243K Buy
+4,983
New +$239K 0.18% 41

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
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
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
SFA
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

Seaside Wealth Management's DFNM Position: Q2 2026 in Review

Seaside Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 24% in Q2 2026, buying an estimated $69.8K and bringing the position to 7,396 shares worth $358K. The position accounts for 0.09% of the portfolio, ranked #53.

Seaside Wealth Management first reported a position in DFNM in Q2 2022 and has held it in 16 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Seaside Wealth Management held 7,396 shares of Dimensional National Municipal Bond ETF worth $358K as of Q2 2026.
  • Seaside Wealth Management bought 1,447 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $69.8K.
  • Dimensional National Municipal Bond ETF made up 0.09% of Seaside Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Seaside Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.