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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
Q2 		$379K Buy
+7,833
New +$378K 0.08% 117

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stewardship Advisors's DFNM Position: Q2 2026 in Review

Stewardship Advisors opened a new position in Dimensional National Municipal Bond ETF (DFNM) in Q2 2026: 7,833 shares worth $379K. The stake represents 0.08% of the portfolio and ranks #117 among its holdings.

149 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Stewardship Advisors held 7,833 shares of Dimensional National Municipal Bond ETF worth $379K as of Q2 2026.
  • Dimensional National Municipal Bond ETF was a new Stewardship Advisors position in Q2 2026.
  • Dimensional National Municipal Bond ETF made up 0.08% of Stewardship Advisors's portfolio in Q2 2026, its #117 holding.
  • 149 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.