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 Q2	$1.34M	Sell	27,665 -282	-1%	-$13.6K	0.33%	39
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 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

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

Sterling Wealth Management reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 1% in Q2 2026, selling an estimated $13.6K and leaving 27,665 shares worth $1.34M. The position accounts for 0.33% of the portfolio, ranked #39.

Sterling Wealth Management first reported a position in DFNM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q4 2025. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Sterling Wealth Management held 27,665 shares of Dimensional National Municipal Bond ETF worth $1.34M as of Q2 2026.
Sterling Wealth Management sold 282 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $13.6K.
Dimensional National Municipal Bond ETF made up 0.33% of Sterling Wealth Management's portfolio in Q2 2026, its #39 holding.
Sterling Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and has held it in 7 quarters since.
Sterling Wealth Management's Dimensional National Municipal Bond ETF position peaked at $1.35M in Q4 2025.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.