Sequoia Financial Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Sequoia Financial 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	$43.3M	Buy	896,162 +16,137	+2%	+$778K	0.22%	78
2026 Q1	$42.2M	Buy	880,025 +30,153	+4%	+$1.46M	0.24%	78
2025 Q4	$40.9M	Buy	849,872 +32,051	+4%	+$1.54M	0.23%	80
2025 Q3	$39.2M	Buy	817,821 +36,228	+5%	+$1.72M	0.24%	83
2025 Q2	$37.1M	Buy	781,593 +36,904	+5%	+$1.74M	0.25%	82
2025 Q1	$35.4M	Buy	744,689 +131,172	+21%	+$6.28M	0.27%	79
2024 Q4	$29.3M	Buy	613,517 +55,789	+10%	+$2.68M	0.28%	82
2024 Q3	$27.1M	Sell	557,728 -34,686	-6%	-$1.67M	0.29%	80
2024 Q2	$28.3M	Sell	592,414 -41,226	-7%	-$1.97M	0.34%	71
2024 Q1	$30.5M	Sell	633,640 -126,198	-17%	-$6.09M	0.38%	60
2023 Q4	$36.9M	Sell	759,838 -53,788	-7%	-$2.54M	0.46%	46
2023 Q3	$37.8M	Sell	813,626 -75,803	-9%	-$3.59M	0.66%	32
2023 Q2	$42.4M	Sell	889,429 -430,159	-33%	-$20.6M	0.73%	32
2023 Q1	$63.8M	Sell	1,319,588 -34,979	-3%	-$1.68M	1.42%	13
2022 Q4	$64.8M	Sell	1,354,567 -370,640	-21%	-$17.5M	1.59%	13
2022 Q3	$80.5M	Buy	+1,725,207	New	+$83M	2.54%	7

Other funds holding DFNM

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Sequoia Financial Advisors's DFNM Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 1.8% in Q2 2026, buying an estimated $778K and bringing the position to 896,162 shares worth $43.3M. The position accounts for 0.22% of the portfolio, ranked #78.

Sequoia Financial Advisors first reported a position in DFNM in Q3 2022 and has held it in 16 quarters since. The position peaked at $80.5M in Q3 2022. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Sequoia Financial Advisors held 896,162 shares of Dimensional National Municipal Bond ETF worth $43.3M as of Q2 2026.
Sequoia Financial Advisors bought 16,137 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $778K.
Dimensional National Municipal Bond ETF made up 0.22% of Sequoia Financial Advisors's portfolio in Q2 2026, its #78 holding.
Sequoia Financial Advisors first reported a position in Dimensional National Municipal Bond ETF in Q3 2022 and has held it in 16 quarters since.
Sequoia Financial Advisors's Dimensional National Municipal Bond ETF position peaked at $80.5M in Q3 2022.
293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.