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SJS Investment Consulting’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

SJS Investment Consulting’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 		$34.3K Hold
710
– – ﹤0.01% 596
2026
Q1 		$34K Buy
710
+20
+3% +$969 ﹤0.01% 510
2025
Q4 		$33.2K Hold
690
– – ﹤0.01% 489
2025
Q3 		$33.1K Sell
690
-1,250
-64% -$59.5K ﹤0.01% 439
2025
Q2 		$92K Buy
1,940
+196
+11% +$9.26K 0.01% 137
2025
Q1 		$83K Hold
1,744
– – 0.01% 152
2024
Q4 		$83.3K Buy
1,744
+14
+0.8% +$674 0.01% 152
2024
Q3 		$84K Buy
1,730
+162
+10% +$7.81K 0.01% 152
2024
Q2 		$74.9K Buy
1,568
+1,114
+245% +$53.2K 0.01% 142
2024
Q1 		$21.8K Sell
454
-1,041
-70% -$50.2K ﹤0.01% 270
2023
Q4 		$72.5K Buy
1,495
+80
+6% +$3.78K 0.02% 140
2023
Q3 		$65.8K Buy
1,415
+20
+1% +$946 0.02% 139
2023
Q2 		$66.4K Buy
1,395
+300
+27% +$14.3K 0.02% 134
2023
Q1 		$52.9K Buy
1,095
+24
+2% +$1.15K 0.01% 148
2022
Q4 		$51.2K Buy
1,071
+641
+149% +$30.3K 0.02% 153
2022
Q3 		$20K Buy
+430
New +$20.7K 0.01% 239

Other funds holding DFNM

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
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
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

SJS Investment Consulting's DFNM Position: Q2 2026 in Review

SJS Investment Consulting held its Dimensional National Municipal Bond ETF (DFNM) position steady in Q2 2026 at 710 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

SJS Investment Consulting first reported a position in DFNM in Q3 2022 and has held it in 16 quarters since. The position peaked at $92K in Q2 2025. 202 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • SJS Investment Consulting held 710 shares of Dimensional National Municipal Bond ETF worth $34.3K as of Q2 2026.
  • SJS Investment Consulting left its Dimensional National Municipal Bond ETF share count unchanged in Q2 2026.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #596 holding.
  • SJS Investment Consulting first reported a position in Dimensional National Municipal Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • SJS Investment Consulting's Dimensional National Municipal Bond ETF position peaked at $92K in Q2 2025.
  • 202 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.