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

Sentinel 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
Q1 		$4.93M Hold
102,851
– – 3.94% 9
2025
Q4 		$4.95M Hold
102,851
– – 4.11% 8
2025
Q3 		$4.93M Sell
102,851
-4,226
-4% -$201K 4.29% 7
2025
Q2 		$5.08M Buy
+107,077
New +$5.06M 4.77% 8

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
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
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 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

Sentinel Wealth Management's DFNM Position: Q1 2026 in Review

Sentinel Wealth Management held its Dimensional National Municipal Bond ETF (DFNM) position steady in Q1 2026 at 102,851 shares worth $4.93M. The position accounts for 3.94% of the portfolio, ranked #9.

Sentinel Wealth Management first reported a position in DFNM in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.08M in Q2 2025. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Sentinel Wealth Management held 102,851 shares of Dimensional National Municipal Bond ETF worth $4.93M as of Q1 2026.
  • Sentinel Wealth Management left its Dimensional National Municipal Bond ETF share count unchanged in Q1 2026.
  • Dimensional National Municipal Bond ETF made up 3.94% of Sentinel Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Sentinel Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Sentinel Wealth Management's Dimensional National Municipal Bond ETF position peaked at $5.08M in Q2 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Sentinel Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.