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Sterling Wealth Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Sterling Wealth 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 		$943K Buy
19,508
+405
+2% +$19.5K 0.51% 17
2026
Q1 		$925K Buy
19,103
+641
+3% +$31.1K 0.53% 16
2025
Q4 		$889K Buy
18,462
+1
+0% +$48 0.54% 16
2025
Q3 		$891K Buy
18,461
+375
+2% +$17.8K 0.57% 16
2025
Q2 		$858K Buy
18,086
+564
+3% +$26.7K 0.61% 13
2025
Q1 		$834K Sell
17,522
-424
-2% -$20.3K 0.64% 13
2024
Q4 		$857K Buy
+17,946
New +$864K 0.67% 13

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

Sterling Wealth Advisors's DFNM Position: Q2 2026 in Review

Sterling Wealth Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 2.1% in Q2 2026, buying an estimated $19.5K and bringing the position to 19,508 shares worth $943K. The position accounts for 0.51% of the portfolio, ranked #17.

Sterling Wealth Advisors first reported a position in DFNM in Q4 2024 and has held it in 7 quarters since. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Sterling Wealth Advisors held 19,508 shares of Dimensional National Municipal Bond ETF worth $943K as of Q2 2026.
  • Sterling Wealth Advisors bought 405 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $19.5K.
  • Dimensional National Municipal Bond ETF made up 0.51% of Sterling Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Sterling Wealth Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Sterling Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.