Stewardship Advisors
DFNM icon

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

Stewardship 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
Q3 		$413K Buy
8,967
+1,134
+14% +$53.8K 0.09% 108
2026
Q2 		$379K Buy
+7,833
New +$378K 0.08% 117

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Foster Group
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Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
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Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Stewardship Advisors's DFNM Position: Q3 2026 in Review

Stewardship Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 14% in Q3 2026, buying an estimated $53.8K and bringing the position to 8,967 shares worth $413K. The position accounts for 0.09% of the portfolio, ranked #108.

Stewardship Advisors first reported a position in DFNM in Q2 2026 and has held it in 2 quarters since. 209 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

  • Stewardship Advisors held 8,967 shares of Dimensional National Municipal Bond ETF worth $413K as of Q3 2026.
  • Stewardship Advisors bought 1,134 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $53.8K.
  • Dimensional National Municipal Bond ETF made up 0.09% of Stewardship Advisors's portfolio in Q3 2026, its #108 holding.
  • Stewardship Advisors first reported a position in Dimensional National Municipal Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 209 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.