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

Sterling 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 		$1.34M Buy
27,947
+6
+0% +$291 0.37% 37
2025
Q4 		$1.35M Buy
27,941
+12,304
+79% +$593K 0.38% 36
2025
Q3 		$750K Buy
15,637
+3,083
+25% +$147K 0.23% 50
2025
Q2 		$595K Buy
+12,554
New +$593K 0.2% 51
2024
Q4 		$280K Buy
5,870
+14
+0.2% +$674 0.1% 89
2024
Q3 		$284K Buy
+5,856
New +$282K 0.11% 91

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 $1.75B AUM 15.4% 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

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

Sterling Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 0.02% in Q1 2026, buying an estimated $291 and bringing the position to 27,947 shares worth $1.34M. The position accounts for 0.37% of the portfolio, ranked #37.

Sterling Wealth Management first reported a position in DFNM in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.35M in Q4 2025. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Sterling Wealth Management held 27,947 shares of Dimensional National Municipal Bond ETF worth $1.34M as of Q1 2026.
  • Sterling Wealth Management bought 6 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $291.
  • Dimensional National Municipal Bond ETF made up 0.37% of Sterling Wealth Management's portfolio in Q1 2026, its #37 holding.
  • Sterling Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and has held it in 6 quarters since.
  • Sterling Wealth Management's Dimensional National Municipal Bond ETF position peaked at $1.35M in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.