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Seven Mile Advisory’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Seven Mile Advisory’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 		– Sell
-66,526
Closed -$3.2M – 207
2025
Q4 		$3.2M Hold
66,526
– – 0.55% 41
2025
Q3 		$3.19M Buy
+66,526
New +$3.16M 0.52% 43

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

Seven Mile Advisory's DFNM Position: Q1 2026 in Review

Seven Mile Advisory sold out of Dimensional National Municipal Bond ETF (DFNM) in Q1 2026, closing a stake of 66,526 shares — an estimated $3.2M sold.

Seven Mile Advisory first reported a position in DFNM in Q3 2025 and held it in 2 quarters. The position peaked at $3.2M in Q4 2025. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Seven Mile Advisory reported no remaining Dimensional National Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Seven Mile Advisory sold 66,526 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $3.2M.
  • Seven Mile Advisory first reported a position in Dimensional National Municipal Bond ETF in Q3 2025 and held it in 2 quarters.
  • Seven Mile Advisory's Dimensional National Municipal Bond ETF position peaked at $3.2M in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.